Cole Allsopp

Background

About Cole Allsopp

I work to provide our clients with the best possible advice and service in all financial aspects of their lives. Drawing on deep personal and professional experience owning and running a small business, I help clients prepare for and make the transition from peak earnings years in their own business or profession to their ultimate goal of financial well being and independence. Our team here at Merrill consists of five Financial Advisors including four who hold the CERTFIFIED FINANCIAL PLANNER™ certification, one Senior Consultant and three Client Associates. We each have special experience and acumen including but not limited to wealth transfer planning, closely held business retirement plans, tax efficient investing, and treasury management. Message me to learn how our team can help you!*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.