Skip to main content
menu
  • Home
  • About
    • Our Leadership Team
    • Our Process
    • Our Difference
    • What is a Fiduciary?
    • What is an Enrolled Agent?
  • Services
    • Retirement Savings Accounts
    • Investment Planning
    • Comprehensive Financial Planning
    • Estate Planning
    • Education Planning
    • Tax Planning
  • COVID-19 Response
  • Health Care Heroes
  • Resources
    • Financial Calculators
    • Useful Links
    • Client Login
    • Tax Resources
    • Video Library
  • Contact

Masterpiece Financial Services

Welcome!

About us Contact us

Check the background of your financial professional on FINRA's BrokerCheck

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

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Masterpiece Financial Services are disclosed on this site, may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state. JWC/JWCA nor it’s representatives provide legal, tax preparation or accounting advice.  Persons who provide such advice do so in a capacity other than a representative of JWC/JWCA.

JWC Financial Disclosures - JWC Advisor Disclosures

JWC Financial Form CRS - JWC Advisors Form CRS

https://health1.aetna.com/app/public/#/one/insurerCode=AETNACVS_I&brandCode=ALICUNDER100/machine-readable-transparency-in-coverage This link leads to the machine readable files that are made available in response to the federal Transparency in Coverage Rule and includes negotiated service rates and out-of-network allowed amounts between health plans and healthcare providers. The machine-readable files are formatted to allow researchers, regulators, and application developers to more easily access and analyze data.

 

© 2023 Masterpiece Financial Services All rights reserved.