Cole R. Parlin, Cfp®, Crpc®, Apma®

Cole R. Parlin, Cfp®, Crpc®, Apma® Email and Phone Number

Financial Advisor | CERTIFIED FINANCIAL PLANNER™ practitioner at Seacoast Financial Planning™ a private wealth advisory practice of Ameriprise Financial Services, LLC. @ Seacoast Financial Planning a private wealth advisory practice of Ameriprise Financial Services, LLC
portsmouth, new hampshire, united states
Cole R. Parlin, Cfp®, Crpc®, Apma®'s Location
Greater Boston, United States
Cole R. Parlin, Cfp®, Crpc®, Apma®'s Contact Details

Cole R. Parlin, Cfp®, Crpc®, Apma® work email

Cole R. Parlin, Cfp®, Crpc®, Apma® personal email

n/a
About Cole R. Parlin, Cfp®, Crpc®, Apma®

Areas of Focus: Investment ManagementRetirement Planning StrategiesSaving for EducationSustainable and Responsible InvestingCash Flow Management StrategiesSocial Security Retirement BenefitsFinancial Strategies for LGBTQ Couples and FamiliesRetirement Income StrategiesTax Planning StrategiesWealth Preservation StrategiesMy approachWhat you can expect when you work with meAt Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.When you work with me, you receive:· 1:1 financial advice based on your goals and needs.· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.· Regular meetings to review your goals, progress and investments.· Anytime access to your investments and digital tools to help you stay on track.Feel confident about your financial future.Licenses: Series 7, Series 66, Life Accident & HealthPlease visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Cole R. Parlin, Cfp®, Crpc®, Apma®'s Current Company Details
Seacoast Financial Planning a private wealth advisory practice of Ameriprise Financial Services, LLC

Seacoast Financial Planning A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc

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Financial Advisor | CERTIFIED FINANCIAL PLANNER™ practitioner at Seacoast Financial Planning™ a private wealth advisory practice of Ameriprise Financial Services, LLC.
portsmouth, new hampshire, united states
Employees:
8
Cole R. Parlin, Cfp®, Crpc®, Apma® Work Experience Details
  • Seacoast Financial Planning A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc
    Financial Advisor, Cfp®, Crpc®, Apma®
    Seacoast Financial Planning A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc Jan 2006 - Present

Cole R. Parlin, Cfp®, Crpc®, Apma® Skills

Portfolio Management Financial Advisory Asset Management Financial Analysis Financial Services

Cole R. Parlin, Cfp®, Crpc®, Apma® Education Details

Frequently Asked Questions about Cole R. Parlin, Cfp®, Crpc®, Apma®

What company does Cole R. Parlin, Cfp®, Crpc®, Apma® work for?

Cole R. Parlin, Cfp®, Crpc®, Apma® works for Seacoast Financial Planning A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc

What is Cole R. Parlin, Cfp®, Crpc®, Apma®'s role at the current company?

Cole R. Parlin, Cfp®, Crpc®, Apma®'s current role is Financial Advisor | CERTIFIED FINANCIAL PLANNER™ practitioner at Seacoast Financial Planning™ a private wealth advisory practice of Ameriprise Financial Services, LLC..

What is Cole R. Parlin, Cfp®, Crpc®, Apma®'s email address?

Cole R. Parlin, Cfp®, Crpc®, Apma®'s email address is co****@****ise.com

What schools did Cole R. Parlin, Cfp®, Crpc®, Apma® attend?

Cole R. Parlin, Cfp®, Crpc®, Apma® attended Middlebury College, College For Financial Planning.

What skills is Cole R. Parlin, Cfp®, Crpc®, Apma® known for?

Cole R. Parlin, Cfp®, Crpc®, Apma® has skills like Portfolio Management, Financial Advisory, Asset Management, Financial Analysis, Financial Services.

Who are Cole R. Parlin, Cfp®, Crpc®, Apma®'s colleagues?

Cole R. Parlin, Cfp®, Crpc®, Apma®'s colleagues are Patricia Everett, Cfp®, Joanna Stavropoulos Shumway, Gregory Vallee, Crpc® Apma®, Kimberly Jones Mba, Maura Xenakis, Meghan Mohamed.

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