Dorothy Cole is a CFP-designated registered investment advisor at Dorothy J. Cole, based in Merrimack, NH, with 31 years of industry experience. Dorothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 45 clients with $90M in assets under management.
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This service is for clients who want help implementing their financial plan and ongoing management of their investments. The annual fee is a fixed dollar amount based on the amount of assets managed. For example, $500 per year for assets between $15,000 and $350,000. The start of this service is only available to clients with completed, comprehensive financial plans no more than 30 days old. Clients can cancel at any time and receive a refund for unused services, charged at $120 per hour.
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Dorothy Cole
Location
Merrimack, NH
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Dorothy J. Cole
State Registrations1 state
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Dorothy Cole has over twenty-five years of experience managing the financial assets of individuals, businesses, and charities. During the last 20 years, she has worked in the financial services industry as a professional financial planner. She opened her own financial planning firm in 1991 and continues today to manage this firm. Dorothy received her Master of Business Administration degree from Simmons College School of Management in Boston, MA. She also holds a Masters degree in Education in the area of counseling and the CERTIFIED FINANCIAL PLANNER™ professional designation.