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ColeFP and Wealth Managment, Inc.
About + Contact
Fees
Our Process
Resources
Services
Schedule an Appointment
☎ (205) 477-5118
ColeFP and Wealth Managment, Inc.
About + Contact
Fees
Our Process
Resources
Services
Schedule an Appointment
☎ (205) 477-5118
About + Contact
Fees
Our Process
Resources
Services
Schedule an Appointment
☎ (205) 477-5118
 
10 Financial Statements to Live By
Aging, Financial Planning, Goals, Newsletter, Personal, Planning, Behavioral Finance Scott Cole 4/24/21 Aging, Financial Planning, Goals, Newsletter, Personal, Planning, Behavioral Finance Scott Cole 4/24/21

10 Financial Statements to Live By

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Investing Under the Influence
Behavioral Finance, Newsletter, Personal Scott Cole 8/29/20 Behavioral Finance, Newsletter, Personal Scott Cole 8/29/20

Investing Under the Influence

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Benchmarks and the only return that matters
Goals, Investments, Newsletter, Personal, Social, Technology Scott Cole 7/4/20 Goals, Investments, Newsletter, Personal, Social, Technology Scott Cole 7/4/20

Benchmarks and the only return that matters

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Some weeks we just feel things
Personal, Personal Finance, Psychology of Money, Financial Planning Scott Cole 5/16/20 Personal, Personal Finance, Psychology of Money, Financial Planning Scott Cole 5/16/20

Some weeks we just feel things

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Covid-19 and the 5 Stages of Grief
Personal, Social Scott Cole 5/2/20 Personal, Social Scott Cole 5/2/20

Covid-19 and the 5 Stages of Grief

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My CFP® Journey - A personal story
Personal, Financial Planning, Goals Guest User 11/12/18 Personal, Financial Planning, Goals Guest User 11/12/18

My CFP® Journey - A personal story

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ColeFP and Wealth Management, Inc.

Birmingham, AL
Madison, AL
Sarasota, FL
P. 205.477.5118
P. 256-617-7189

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ColeFP is a registered investment adviser in the states of Alabama, Florida, Louisiana, and Texas and is able to offer advisory services in these states plus other via exemption. We meet clients virtually throughout the country.

 

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