Meet Christopher
With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
Chris Cole designs tailored financial strategies using all the tools available to him through his affiliation with Equitable Advisors. These strategies enable his clients to achieve their goals no matter the scope. By helping clients become more informed and empowered, they can take those small simple steps necessary to put strategies in place.
Areas of focus include: Wealth Accumulation and Retirement Planning, Asset Allocation, Risk Management, Financial Planning, Estate Planning and Wealth Preservation.
For business owners, he also develops strategies for: Employee Benefits Plans, Pension and 401(k) implementation, Executive Benefits and Deferred Comp Plans, Employee Financial Planning and Seminars, Key Person Planning, and Business Succession Planning.
Above all, Chris is committed to building long-term relationships with his clients. As time goes by, his clients can count on him to be there to help them deal with the inevitable changes that are a part of life and to make sure that they stay on track to meet their financial objectives.
Prior to joining Equitable Advisors Chris was the Vice President of Peaberry’s Café and Bakery on the campus of Youngstown State in Canfield, Ohio for over 18 years. It was at that same institution that Chris earned both his bachelor’s and master’s degrees in Business Administration in 2000 and 2002 respectively.
Committed to his community, Chris volunteers at Canfield Community CareNet, a local organization that supports families and children that need clothing and school supplies. Chris enjoys running, watching his son play soccer, and traveling. He resides in Canfield, Ohio with his wife Kris and son Tyler.
“”Equitable” is the brand name of Equitable Financial Services, LLC and its family of companies, including Equitable Life Insurance Company (Equitable) (NY, NY) and Equitable Advisors.
Chris Cole offers securities through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors, Equitable Network and Equitable are affiliated companies and do not provide tax or legal advice.