Dorothea "Dottie" Cole

Investment Advisor Representative with TFA

Phone: (260) 213-4126
Fax: (260) 248-8012
E-mail: dcole@investcrossroads.com

Dottie is registered as an Investment Advisor Representative with Transamerica Financial Advisors, Inc. (TFA) and is licensed as a Life & Health Insurance agent as well.

Dottie offers financial planning and investment advice. She comes well-equipped to aid her clients in their financial concerns, as she began her career in the Financial Services Industry in 1996 and moved her practice to Investment Center in 2009.

Dottie is able to use her knowledge of financial markets to focus on her client’s needs and objectives, to help individuals manage their financial assets. She uses her training and experience to help her clients overcome the worries by educating and working as your partner to help achieve your retirement, educational savings, and legacy planning goals.

She believes that a successful wealth management strategy looks at all aspects of your financial life and integrates this with your personal goals and aspirations.

Dottie’s civic activities include; a member of Sweetwater Assembly of God, Sunday school teacher for 3-5 year olds, Small Group Leader, The Digging Deeper Panel for WBCL 90.3 FM., Habitat for Humanity Women Build, and a Junior Achievement volunteer.

Dottie currently lives in Roann with her husband Bob and two children Nicholas and Abigail, who fill her life with love & laughter.