As an independent firm, we are committed to offering complete objectivity and unbiased advice. We offer a full range of investment and financial services and have access to a wide array of solutions. We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.Coleman Financial Advisory Group LLC is a full-service financial services firm specializing in retirement planning, income strategies, asset management, and estate conservation. Our personal services cover all areas of financial management, from investment and financial planning to risk management and estate conservation.
Services
Today's investment climate offers tremendous challenges as well as opportunities. At Coleman Financial Advisory Group LLC, we help clients navigate through the challenges and seize those opportunities that make the most sense for their situation. As financial planning professionals we employ a process that helps us to identify and prioritize your goals and objectives, analyzes your current and future situation, propose realistic and comfortable solutions, manage your assets toward your goals and service you as your needs change.
At Coleman Financial Advisory Group LLC, we treat every client as though they are our only client. Jim and his team, through their comprehensive approach, have tailored a proactive client service model that is specific to the individual needs and objectives of each client and will act in concert to deliver the best in client service.
Coleman Financial Advisory Group LLC and its principal, James W. Coleman, have a core belief and primary operating goal of becoming the most knowledgeable and trusted advisors serving the financial needs of its clients. The firm maintains this focus by employing a truly client centered financial planning process of identifying and prioritizing client goals and objectives, analyzing your situation, proposing realistic and comfortable solutions, and monitoring your financial position as either the economy, the tax code, or your circumstances changes over time.
Reviews (1)
Benjamin Pierce
Jun 15, 2021
It is a delight doing business with Coleman Financial. My wife and I have been customers for over a year now, and will be a customer indefinitely. The peace-of-mind we've experienced is remarkable. Jim Coleman is incredibly experienced, and well-respected in the field of financial advisors. His weekly market updates are brief, and very informative.
We look forward to getting the emails almost every week. The customer service is incredible. When I phone in with a question or comment, one of his staff picks up the phone, and within seconds I'm talking with a real live person! How refreshing is that!? NEVER do I have to navigate thru menu after menu, only to be forced to leave a message. If no one is available to take my call, I'll leave a voice message and often within minutes, and certainly by days end, I'll get a call back from someone in the office. I highly recommend Coleman Financial Advisors to you! And when you go there, be sure to ask about the history of their building!
We look forward to getting the emails almost every week. The customer service is incredible. When I phone in with a question or comment, one of his staff picks up the phone, and within seconds I'm talking with a real live person! How refreshing is that!? NEVER do I have to navigate thru menu after menu, only to be forced to leave a message. If no one is available to take my call, I'll leave a voice message and often within minutes, and certainly by days end, I'll get a call back from someone in the office. I highly recommend Coleman Financial Advisors to you! And when you go there, be sure to ask about the history of their building!
