Broker Check

Cola Wealth Advisors Go Above And Beyond For Retired Airforce Veteran And His Wife

A heartwarming encounter unfolded recently when long-term clients James Richardson and his wife welcomed a visit from their dedicated financial advisors. Mr. Richardson, a retired U.S. Air Force mechanic, and Anne, his beloved wife of 56 years, have exemplified strength and resilience throughout their lives.

In appreciation of Mr. Richardson's service, our team presented him with a meticulously crafted Stearman Plane Model, symbolizing his dedication and passion for aviation. To honor their enduring love and commitment, Anne received a beautiful necklace. We also gifted the couple a thoughtful Prayer Bowl, encouraging the couple to find solace and strength during challenging times, along with an orchid representing new beginnings.

At Cola Wealth Advisors, a commitment to our clients goes beyond financial support – we believe in fostering personal connections and being there for our clients every step of their journey.

Client Centered