Hochman Cole is an independent, privately owned financial services firm focusing on retirement planning and investment management for businesses and individuals. We differentiate ourselves based on the highly personalized and specialized services we provide to our clients. We limit the number of clients we serve in order to ensure the highest standards of service.
We recognize that no two clients are exactly the same in terms of their investment goals or financial challenges. Every client with whom we work comes with unique circumstances. We provide each client with a portfolio that is designed expressly for them. We don't simply plug their assets into one of several model portfolios. We pride ourselves on being local and responsive.