Simon Coleman Email & Phone Number

8020 E 109th AveCrown Point, IN 46307219-663-8097 ext 4513Simon Coleman is a fully licensed and registered Investment Executive who is passionate about serving clients and their families. Simon’s clients look to him to help identify their important financial goals, building a savings and investment plan designed to help them pursue those goals. As Simon’s clients begin to contemplate retirement, Simon works to help identify opportunities to maximize cash flow for a more successful retirement. Simon helps his clients create and understand their unique financial plan while helping to direct their decisions around their hard-earned wealth. His goal is to be your trusted advisor, providing you sensible investment ideas and easing your financial worries. Simon is supported by a team of experienced professionals who share his passion to provide the best possible service while building long-term relationships with his clients.Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), Member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investments are offered. Advisory services are only offered by Investment Adviser Representatives.INVESTMENTS ARE: *NOT FDIC/NCUSIF INSURED *MAY LOSE VALUE *NOT FINANCIAL INSTITUTION GUARANTEED *NOT A DEPOSIT *NOT INSURED BY ANY GOVERNMENT AGENCY

Listed skills include Soccer, Microsoft Word, Sports Coaching, Time Management, and 16 others.

• Investment Executive

  Centier Investment Services

  Apr 2019 - Present