J.W. Cole Financial, Inc.
Nancy Beck, CFP® CERTIFIED FINANCIAL PLANNER™ Practitioner, has years of experience in the financial industry. Nancy Beck, currently works as a Representative/Broker at J.W. Cole Financial, Inc. where Nancy Beck, provides investments and insurance. Additionally, Nancy is the owner of Beck Financial Strategies, a firm that offers comprehensive financial planning services for individuals and small businesses. Nancy Beck, holds a CFP certification from the College for Financial Planning and has a background in Financial Planning and Services from Indiana University Bloomington.
J.W. Cole Financial, Inc.
Our Mission Statement - J. W. Cole’s existence is solely dependent on its partner Advisors. When they succeed, we succeed. Our mission is to help our partners build great businesses. About J.W. Cole Financial, Inc. J.W. Cole Financial, Inc., Member FINRA /SIPC is a full service independent broker/dealer offering a wide array of general securities, investment products, and insurance services. With Financial Advisors throughout the U.S., our main objective is to provide them with the best products and services available in the financial services industry so that they can successfully service their clients' needs. Whether it is the relationship between the home office and the Financial Advisor or the Financial Advisor and the client, listening and comprehending the needs of those that work with us is key for the continued growth of J.W. Cole.