Coleman Financial Advisory Group LLC

Coleman Financial Advisory Group LLC Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Coleman Financial Advisory Group LLC, Investing Service, 751 Watertown Avenue, Waterbury, CT.

Coleman Financial Advisory Group LLC is an independent fiduciary advisory firm providing comprehensive financial planning, investment management, and retirement income distribution planning services. Coleman Financial Advisory Group LLC is an independent fiduciary advisory firm providing comprehensive financial planning, investment management, and retirement income distribution planning. We work w

ith individuals, families, business owners, executives, physicians, and professional athletes who value disciplined analysis and long-term guidance to help support confident financial decisions. We believe sophisticated wealth management is not defined by products or predictions, but by disciplined analysis, structured decision-making, and the ability to adapt intelligently as life unfolds.

An incredible experience for our team at the Nasdaq Opening Bell ceremony. 🔔 Strong partnerships continue to be at the c...
08/24/2026

An incredible experience for our team at the Nasdaq Opening Bell ceremony. 🔔

Strong partnerships continue to be at the center of what we do, and we are grateful for the relationships that help us better serve our clients every day. Thank you to Crump for their support and continued collaboration.

📣We've Refreshed Our Website!We're excited to share the launch of our newly updated website, designed to make it easier ...
07/23/2026

📣We've Refreshed Our Website!

We're excited to share the launch of our newly updated website, designed to make it easier than ever to learn about who we are, how we guide our clients, and the planning process we use to navigate complex financial decisions.

Whether you're preparing for retirement, navigating a career transition, building your legacy, or simply looking for a trusted financial partner, we've created a more intuitive experience to help you find the information you need.

www.ColemanAdvisoryGroup.com

Coleman Financial Advisory Group LLC is an independent fiduciary advisory firm dedicated to thoughtful wealth guidance across generations.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
07/22/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Learn how to maximize your Qualified Charitable Distributions!
07/20/2026

Learn how to maximize your Qualified Charitable Distributions!

Phone: (203) 756-PLAN (7526)Fax: (203) 755-2041Email: [email protected]: Monday – Friday, 8:30am – 5:00pm

Want to test your life insurance knowledge? Take our quiz and find out where you rank.
07/17/2026

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

Phone: (203) 756-PLAN (7526)Fax: (203) 755-2041Email: [email protected]: Monday – Friday, 8:30am – 5:00pm

It’s possible to avoid these classic retirement traps, with a little preparation.
07/15/2026

It’s possible to avoid these classic retirement traps, with a little preparation.

Phone: (203) 756-PLAN (7526)Fax: (203) 755-2041Email: [email protected]: Monday – Friday, 8:30am – 5:00pm

Working in Retirement: New trend or same old story?
07/13/2026

Working in Retirement: New trend or same old story?

Phone: (203) 756-PLAN (7526)Fax: (203) 755-2041Email: [email protected]: Monday – Friday, 8:30am – 5:00pm

07/10/2026

You face sequence of returns risk. Know what it is?

Before retiring early, take a look at the cold, hard facts.
07/08/2026

Before retiring early, take a look at the cold, hard facts.

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.
07/06/2026

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

Address

751 Watertown Avenue
Waterbury, CT
06708

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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