CPS Financial Services |
||
Cole FlemingFinancial Professional
Phone: 631-389-2319
Cole Fleming is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in NY. Cole is insurance-licensed (Life Accident & Health) in NY, NJ, CT and PA.
After graduating Roger Williams University with a Bachelor of Science Degree in Mathematics Cole joined CPS Financial Services. He combines his financial services expertise, his problem solving skills and his devotion to helping others in order to assist his clients with strategies designed to help them fulfill their financial dreams. He works closely with CPA’s to serve a wide variety of clients, including individuals, businesses, families, and retirees.
Cole has lived on Long Island all his life and now resides in West Bay Shore. In his spare time he enjoys coaching swimming, golf, athletics, computers, and reading.
His professional Services include:
Health, Disability, Long Term Care & Life Insurance
Tax Advantaged Capital Accumulation, Estate, Business Succession and Retirement Planning Strategies
Pension Planning, Annuities, and IRA’s
Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor. 
|
||
|
1393 Veterans Memorial Hwy, Suite 314N Phone: 631-582-6400 |
Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC. A Broker/Dealer and Registered Investment Adviser, 1393 Veterans Memorial Highway, Suite 314N, Hauppauge, NY 11788 (631) 582-6400. CPS Financial Services and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.