Established in 2015, Cool Hollow Financial found that people lean on their accounting relationships heavily and want to get more creative with their finances. We prepare comprehensive financial plans for individuals with a blend of: Investment Strategies, Insurance Planning, Education Funding, IRAs and Tax Efficiencies. Cool Hollow Financial, as a Firm, believes in taking the time to learn how to best aid clients in their financial goals and lean on a foundation of education to enable clients to redefine their financial future. By knowing where clients want to be, Cool Hollow can help reverse engineer a plan to make sure that decisions that are made today and tomorrow are made with the future in mind. Many firms aim for savings, what sets us apart is being mindful of distribution models and how a dollar saved one way isn’t always as valuable as a dollar saved another. Give us a call, we’d love to talk to you.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Cool Hollow Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. http://www.sipc.org/
5001 Louise Dr. Mechanicsburg, PA 17055 (717) 791-3300