Your financial well-being is our top priority
Our Story
At Coleman Financial Services, we are proud to have been serving generations of local Pittsburgh families and businesses since 1985. Our family-owned operation was founded by John Coleman in 1985, and we have been committed to providing portfolio management and financial services to our clients for over 30 years. We take pride in our long-standing relationships with our clients, many of whom have been with us for multiple generations. As we look to the future, our focus remains on delivering long-term returns, diversification, and building trust with our clients through transparency and personalized service.
Our Services
At Coleman Financial Services, we offer a wide range of financial services designed to help individuals and businesses achieve their long-term financial goals. Our services include:
Financial Planning
We help our clients take a comprehensive approach to financial planning, focusing on their unique needs and goals. Our financial planning services include retirement planning, college savings, and tax strategy, as well as comprehensive financial planning to address our clients' unique financial situations.
Model Portfolio Management
Our experienced advisors work closely with our clients to design and manage investment portfolios tailored to their individual needs and goals. We use a variety of investment products and strategies to help our clients manage risk, achieve long-term returns, and reach their financial objectives.
College Savings
We understand the importance of saving for higher education expenses and the impact it can have on your child's future. Our expert advisors will work with you to create a customized college savings plan, providing guidance on investment strategies, budgeting, and tax implications.
Tax Strategy
We believe that effective tax planning is essential for achieving long-term financial success. Our advisors will work with you to analyze your tax strategy, identifying opportunities to minimize tax liability and optimize your financial situation.
Estate Planning
We believe that effective estate planning is critical to ensuring that your assets are protected and your wishes are respected. Our advisors will work with you to create a customized estate plan, addressing issues such as probate, guardianship, and power of attorney.
Insurance Planning
We understand that unexpected events can occur, which is why we offer expert advice on insurance planning. Our advisors will work with you to design a customized insurance plan, helping you protect your assets, income, and loved ones from unforeseen risks.
Our Team
At Coleman Financial Services, we are proud of our experienced and dedicated team of advisors, each with their own unique expertise and areas of specialization. Our team has been serving generations of local Pittsburgh families and businesses, and we take pride in our long-standing relationships with our clients.
Overall Experience
The overall experience with Coleman Financial Services LLC has been extremely positive. Clients have reported feeling happy, confident, and secure with their investment decisions.
Reasons for Satisfaction
Several factors have contributed to the high level of satisfaction among clients. These include:
- Personalized Service: Clients appreciate the personalized service and attention they receive from Michael and Glenn, who take the time to understand their individual needs and goals.
- Knowledge and Expertise: Clients are impressed with the knowledge and expertise of the financial advisors, who explain complex financial concepts in a clear and concise manner.
- Family-owned Business: The fact that Coleman Financial Services LLC is a local, family-owned business has fostered a sense of trust and community among clients, who feel valued and cared for.
- Proactive Communication: Clients appreciate the proactive communication style of the financial advisors, who keep them informed and up-to-date on their investments.
Recommendations
Clients highly recommend Coleman Financial Services LLC to others, citing the company's honesty, timeliness, efficiency, and caring approach.
