Personalized Financial Advice

Successful, long term relationships usually start with both parties sharing with each other their mutual goals and aspirations.  We believe this should also be true for prosperous financial relationships.

The first stage of a relationship with Citypark Financial, involves your personal financial advisor taking the time to listen to you and understand your story; where you have been, where you would like to go from here and what make you financially comfortable.  They will also outline their beliefs and the areas in which Citypark Financial might typically bring value to the financial relationship.

Together with your Citypark Financial Advisor, you will have access to a group qualified experienced investment advisors, Certified Financial Planner Professionals, Money Managers and Compliance Professionals.  Our professional relationships offers you a check and balances approach for competent and ethical personal financial advise.

After all if you don't have a plan how do you know if you are heading in the right direction?  We can help.

There are two types of financial organizations:

1.   "The big companies you've heard of ".  These are busy with bailouts, structuring, legal battles and staff turnovers.

 

2.   "The companies you have yet

to hear of."  Is now the time to look for a more personal financial organization? 

Advisory services offered through J.W. Cole Advisors, Inc.


J.W. Cole Advisors, Inc., and Citypark Financial, PLLC are unaffiliated entities.


Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.

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