Investment Advisor
Cole SchieferleSeries 65
CWS Asset Management is a Registered Investment Advisory firm. We are a independent advisory business, which allows us operate as a fiduciary to all clients. We take no commissions and paid directly by our clients for services rendered. The business offers many services such as retirement planning, managing investments (Taxable brokerage accounts, 401k/403b/457, IRA and ROTH IRA account), tax planning, college funding, debt management, budgeting strategies. We have been in business for approximately 15 years. Financial Industry Regulatory member FINRA # 168521
Ideal Clients
Retirees
Mid Career
Government & Public Service
Pricing
Hourly
Flat Fee
AUM
My client's pay me directly. Either on an hourly basis, assets under management or a flat fee for a financial plan or advice.
Availability
Accepting new clients
Credentials
Series 65
Business
CWS Asset Management
Location
Visalia, CA, United States
Meeting Options
In-Person, Remote
Languages
English
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