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Ann Trate

Trate Financial Management
Through her affiliation with J.W.Cole Financial, Inc, as an independent representative, Ann's personal approach in conducting her business allows her clients access to a wide array of solutions designed to meet their needs. "The best part about being a financial planner is that you can have such a positive influence on people's lives." "I believe the development of a financial plan is critical in today's environment where changes are constant."I will work with my clients accountant, attorney and other advisors and family members to determine a unique financial strategy for each individual's situation.

Ann has been assisting clients work towards achieving their financial goals for over 20 years. In addition to her background in trust department banking and sales, Anna Maire currently holds her Series 6, Series 7, Series 63, and Series 65 registrations.





Securities offered through J.W Cole Financial, Inc. (JWC) member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Trate Financial Management and JWC/JWCA are unaffiliated entities.
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