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Business Profile

Financial Planning Consultants

Dorothy J Cole

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Planning Consultants.

About

About This Business

Products and Services

This company offers fee-only comprehensive financial planning and investment advisory services. The firm is a Registered Investment Advisor in MA, NH and NY.

This company operated under the name of Lewis & Cole, Financial Planning Associates, Inc. in Newton, MA from August 1, l991 through November 3, l993. The firm was established in the state of
New Hampshire on November 4, l993.

Business Details

BBB File Opened:
11/23/1999
Business Started:
8/1/1991
Business Started Locally:
11/4/1993
Type of Entity:
Sole Proprietorship
Alternate Names:
Dorothy J. Cole Fee-Only Financial Planning
Cole, Dorothy J.
Business Management:
Ms. Dorothy Cole, Principal

Additional Contact Information

Principal Contacts
Ms. Dorothy Cole, Principal
Customer Contacts
Ms. Dorothy Cole, Principal
Fax numbers
Primary Fax: (603) 424-6977
Additional Email Addresses
Primary: Email this Business

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 116607 for this business, issued by New Hampshire Secretary of State - Bureau of Securities Regulation

New Hampshire Secretary of State - Bureau of Securities Regulation

25 Capitol St Rm 317A

Concord NH 03301

Additional Information

Other Resources
New Hampshire Secretary of State - Bureau of Securities Regulation
25 Capitol St Rm 317A
Concord NH 03301
Phone Number: (603) 271-1463

More Resources

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