MassMutual financial professional.

Cole D. Foleyemail

336-701-1750

Cole D. Foleyemail

336-701-1750

Winston - Salem Office - Stratford Street

203 S. Stratford Road,, Ste AA,
Winston-Salem, NC 27103
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Professional Story

As a dedicated financial planner, I help individuals and families build secure, well-structured financialfutures through personalized guidance and strategic planning. My services encompass acomprehensive range of solutions, including tailored insurance strategies, in-depth investment analysis, and thoughtful estate planning to preserve and transfer wealth effectively.


I also specialize in retirement planning and college education funding. By taking a holistic approach, I work closely with each client to understand their goals and deliver clear, actionable strategies that align with their unique financial journey.

Education

Davidson College (2018-2022)

Hobbies

Golf, Disc Golf, College Athletics

Community Involvement

Maple Springs UMC

Languages: English

Specialties:Business Owners, Investment Strategies, Insurance Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Financial Planning

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