New Era Financial provides our clients analysis, insight, and many different planning tools.
We are committed to helping our clients through our belief in sound investment principles:
Building a confident financial foundation of cash reserves, proper and adequate insurance, and a completed estate plan. This foundation is the base for future investing.
The use of asset allocation strategies that emphasize diversification* of investments.
Investing with a long-term perspective.
Making sure our client's investment portfolios are designed consistent with their values, goals, and risk tolerance.
Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). New Era Financial Group and JWC/ JWCA are unaffiliated entities.
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