After graduating Roger Williams University with a Bachelor of Science Degree in Mathematics, Cole joined The Quintessential Experience in Financial Services. He combines his financial services expertise, his problem solving skills and his devotion to helping others in order to assist his clients with strategies designed to help them fulfill their financial dreams. He works closely with CPA’s to serve a wide variety of clients, including individuals, businesses, families, and retirees.
Cole has lived on Long Island all his life and now resides in West Islip with his wife, Christina. In his spare time he competes in Crossfit and is an active member of the Crossfit community. He also enjoys golf, reading, traveling, and swims in the Cross Bay Swim each year, a 6 mile swim from the Fire Island Lighthouse to Walker Park in Brightwaters.
His professional Services include:
- Health, Disability, Long Term Care & Life Insurance
- Tax Advantaged Capital Accumulation, Estate, Business Succession and Retirement Planning Strategies
- Pension Planning, Annuities, and IRA’s
Cole Fleming is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in NY, FL, ME, & SC. Cole is insurance-licensed (Life Accident & Health) in NY.
Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.