 About Us
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Securities offered through Securities America, Inc., Member FINRA/SIPC James W Coleman, Laura Plourde, Registered Representatives and Advisory services offered through Securities America Advisors, Inc. James W. Coleman, Investment Advisor Representative. Coleman Financial Advisory Group and Securities America, Inc are not affiliated. We are registered to sell Insurance Products in the following states: Connecticut, Florida, New York, and Ohio. We are registered to sell Securities in the following states: California, Colorado, Connecticut, Florida, Massachussetts, New Jersey, New Mexico, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, and Washington. |
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Coleman Financial Advisory Group and its principal James W. Coleman provide customized solutions for clients interested in growing, managing and preserving their wealth. As independent financial advisors we do not represent any one particular company or have any biases. Rather, we are totally client focused and are committed to finding the appropriate solutions to a client's needs regardless of a company affiliation. Our independence allows us to offer every client the the most competitive products and services available in the market place. We are able to represent the top private money managers, mutual fund, annuity and insurance companies available. Additionally, we have access to CD's available on a national basis as well as the stock and bond markets.