Executive Investments
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- Phone:
Main - 256-767-5006
- Address:
- 2464 Mall Rd Florence, AL 35630
- Categories
- Investment Securities, Investment Management, Investments
- Payment Options
- AKA
Executive Investments LLC
General Info
Executive Investments, L.L.C, is a full-service investment firm located in Florence, Alabama. Our firm is owned and operated by Mr. Kelly W. Cole and Mr. Robert "Eddie" Young. They are both highly skilled investment professionals with many years of experience. Their combined knowledge assists our clients in building, preserving, and protecting wealth through strategic financial planning based on quality investment and insurance products. Both Mr. Cole and Mr. Young are licensed by the Financial Industry Regulatory Authority ( FINRA ) and provide investment advice and recommendations at an affordable cost to all their clients. Our professional investment team provides services to a wide range of clientele, from high net-worth individuals, business professionals, and business owners to retirees. Executive Investments, L.L.C.'s investment philosophy holds capital preservation and long-term growth of capital as the most important virtue of a successful investment plan. We believe that wealth must be prudently managed and carefully grown in order to endure the twin ravages of inflation and taxes. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc Member and a Registered Investment Advisor. Executive Investments, LLC Woodbury Financial Services, Inc are not affiliated entities. Services are available only in states where we are licensed to do business. We are insurance licensed in AL and TN. We are securities licensed in AL, CA, FL, GA, MI, MS, NY, OH, TN, TX, and WA.