Daryl Cole

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

1420 E Chapman Ave, Orange, California, ...

Phone Number

(714) 704-9085

Revenue

$6.9 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Daryl Cole

Cole & Company, Inc. is a financial planning firm based in Orange County, CA, dedicated to serving as the personal CFO for its clients. The firm emphasizes a customized approach to financial advising, collaborating with various professionals to help clients achieve their unique financial goals. Their services include retirement planning, risk management, and comprehensive wealth management, ensuring that all aspects of a client's financial life are aligned with their objectives. Cole & Company aims to provide a personalized client experience, adapting plans as life changes occur.Explore more
Daryl Cole's Social MediaPopular SearchesDaryl ColeCole & Company IncCole Company IncCole & Company Wealth Management Solutions IncThe Cole Company IncSIC Code 62,628NAICS Code 52,523Show more

Daryl Cole Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Daryl Cole

$6.9M
11-50
Private
-
1981
DB
Diana BrownOffice Manager
$5.9M
11-50
Private
-
-
DN
Dustin NewtonFinancial Advisor & Registered Cpfa Principal & Certified Plan Fiduciary Advisor
<$5M
1-10
Private
-
2012
MR
Margo RosenOffice Manager
<$5M
1-10
Private
-
-
TM
Teuta MorinaDirector and the Senior Wealth Advisor
<$5M
1-10
Private
-
1993
ES
Eric StevensRetirement Specialist
<$5M
1-10
Private
-
2019
SS
Stanley ShursonTeam's Financial Planning Specialist
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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Activity Insights

Daryl Cole is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Daryl Cole is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Daryl Cole.

Daryl Cole Tech Stack

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Frequently Asked Questions Regarding Daryl Cole

What is Daryl Cole's official website?
Daryl Cole's official website is www.darylcole.com
What is Daryl Cole's Revenue?
Daryl Cole's revenue is $6.9 Million
What is Daryl Cole's SIC code?
Daryl Cole's SIC: 62,628
What is Daryl Cole's NAICS code?
Daryl Cole's NAICS: 52,523
How many employees does Daryl Cole have?
Daryl Cole has 11-50 employees
What industry does Daryl Cole belong to?
Daryl Cole is in the industry of: Finance, Securities Trading
What is Daryl Cole competition?
Daryl Cole top competitors include: Tiburon Wealth Advisors, Nelson Murphy Insurance & Investments, Westex Investment Services, Stratos Wealth Advisors
What technology does Daryl Cole use?
Some of the popular technologies that Daryl Cole uses are: Drupal, reCAPTCHA, Google Universal Analytics, Smarsh
How do I contact Daryl Cole?
Daryl Cole contact info: Phone number: (714) 704-9085 Website: www.darylcole.com
What does Daryl Cole do?

Cole & Company, Inc. is a financial planning firm based in Orange County, CA, dedicated to serving as the personal CFO for its clients. The firm emphasizes a customized approach to financial advising, collaborating with various professionals to help clients achieve their unique financial goals. Their services include retirement planning, risk manag... ement, and comprehensive wealth management, ensuring that all aspects of a client's financial life are aligned with their objectives. Cole & Company aims to provide a personalized client experience, adapting plans as life changes occur.Read More

What are Daryl Cole social media links?
Daryl Cole Linkedin page
Is Daryl Cole a public company?
Daryl Cole is private company therefore does not currently have an official ticker symbol
See more information about Daryl Cole

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