Katie Coleman - Coleman Financial Group

Coleman Financial Group is a reputable financial services firm based in Hauppauge, NY. Specializing in comprehensive financial planning, the company offers a range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Coleman Financial Group provides personalized strategies tailored to each client's unique needs and objectives. Whether it's retirement planning, investment management, or insurance solutions, the firm is dedicated to helping clients navigate the complexities of the financial world. Generated from their business information

The advisor listed is an Ameriprise financial advisor in Farmingdale. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.I'm here to help you live the life you've earned. When you have the right financial advisor, life can be brilliant.

Lincoln Investment Planning is a financial services firm based in Hauppauge, NY, specializing in wealth management and investment planning for individuals and businesses. With a team of experienced advisors, they offer personalized financial solutions tailored to meet the unique needs and goals of their clients. Committed to providing comprehensive financial guidance, Lincoln Investment Planning helps clients navigate the complexities of investing, retirement planning, and risk management. Their focus on building long-term relationships and delivering sound financial advice sets them apart in the industry. Generated from their business information