Mission Statement We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Qualifications We have been working with individuals and businesses in the Central Pennsylvania area since 1987. Each of our associates has extensive personal and professional experience. Many hold various professional designations and qualified representatives are licensed to offer a variety of investment and insurance products.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. We’re looking forward to using our expertise to help you pursue your financial goals.
Our Firm and Services We are a full-service financial firm committed to helping people pursue their financial goals. We have access to a wide range of financial products and services to individuals, organizations, and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing comprehensive financial information.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies and will call upon them as needed to assist you further.
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
Investment management through J.W. Cole Advisors, Inc.
Insurance and annuity products
Visit our Website. Our Location: 1524 West College Ave. P.O. Box 252 State College, PA 16804
Important Disclosure Information Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Diversified Asset Planners, Inc. are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.
*Securities offered through J.W. Cole Financial, Inc. (JWC), Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Neither JWC/JWCA nor its Representatives provide or offer tax/legal advice. Non-securities products and services are not offered by JWC/JWCA. JWC/JWCA is not affiliated with Diversified Asset Planners.
**Diversification neither assures a profit nor guarantees against loss in a declining market. www.finra.org and www.sipc.org.
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