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    #financialwellness #money #investments #businessleader #smallbusinessowner

    Explore "#financialwellness #money #investments #businessleader #smallbusinessowner" with insightful episodes like and "Colton Cockerell- Financial Planning" from podcasts like " and "Bridge the Gap Podcast Connecting Business Perspectives"" and more!

    Episodes (1)

    Colton Cockerell- Financial Planning

    Colton Cockerell- Financial Planning

    Colton Cockerell is a financial advisor based in Friendswood, Texas, who has been in the industry for 15 years. Colton works with Next Financial Group, Inc. 

    His passion is working with people and assisting them in reaching their financial goals through fiduciary, prudent investment advisory services and strategies. Since joining the Sharer McKinley team, his role as an investment advisor is focused on the design and implementation of retirement plans for his trusted clients. 

    He also works closely with younger families advising on the importance of saving for college through tax-advantaged investments.

    Your hosts: Colton Cockerell & Trisha Stetzel
    Click for more about your hosts:
    Colton Cockerell
    Trisha Stetzel

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