Associated Financial Planners, Spring Lake Heights New Jersey

  • Home
  • About Us
    • Important Disclosures
  • Our Team
    • Scott R. Brady, CFP® , President
    • Jenna R. Bartley
    • Dylan Cole
    • The Investment Center, Inc.
  • Services & Process
    • Services
    • Process
  • Legacy
  • Contact
  • Client Login

Dylan Cole

Dylan Cole joined Associated Financial Planners in 2019. He is a graduate of Rutgers University with a double major in Economics and Political Science. After attending Rutgers, Dylan started his career in the health insurance industry, working for an independent health insurance agency in NYC. Before joining Associated Financial planners, Dylan worked for an independent retirement planner in Red Bank, NJ, where he was tasked with building the senior health division of the company. He has extensive knowledge of the senior health market and enjoys assisting newly eligible and existing Medicare beneficiaries with senior health planning.

While working to obtain his Securities licenses, Dylan currently assists with the day to day operations of the firm as well as servicing and supporting our clients. He is also actively contributing to and assisting with preparation of comprehensive financial plans for new and existing clients.

He is currently a licensed life and health agent in New York and New Jersey.

 

Dylan Cole is not a registered representative of The Investment Center, Inc.

 

dylancole@afplanners.com

SEARCH THIS SITE

News & Articles

  • How Much Insurance Do I Need?
  • Retirement & Estate Planning
  • How Can a Financial Advisor Help?

OUR LOCATION

Contact Us

(732) 292-3100

Send an Email

Copyright Associated Financial Planners, Spring Lake Heights New Jersey • All Securities Offered Through The Investment Center, Inc., Bedminster, NJ, Member FINRA / SIPC. Advisory Services Provided Through IC Advisory Services, Inc. - An SEC Registered Investment Advisor. Scott Brady is a Registered Representative of The Investment Center, Inc. Associate Financial Planners, LLC is not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc.
Check the background of this firm on FINRA’s BrokerCheck •
[webdesign]