Coleman Financial Advisory Group
Guiding Wealth Decisions Across Careers, Retirement, and Generations.
Serving Clients Nationwide
Guiding Wealth Decisions Across Careers, Retirement, and Generations.
Primary Advisor Locations
Locations
đź“ŤÂ 751 Watertown Avenue, Waterbury, CT 06708
Compensation Methods
- Commissions
- Fee Based
- Percentage of Assets Managed
About Coleman Financial Advisory Group
Coleman Financial Advisory Group LLC is a full-service financial services firm specializing in retirement planning, income strategies, asset management, and estate conservation. Our expertise is in helping provide you with solutions to work toward growing, managing, and preserving your wealth while also addressing your needs for safety and financial independence.Our Services
We treat every client as though they are our only client. Whether you are looking for retirement income planning, estate conservation, tax strategies, or investment management, through our comprehensive approach, we have tailored a proactive client service model that is specific to the individual needs and objectives of each client.
Rather than relying on surface-level projections, we conduct comprehensive financial evaluations that often exceed 200 pages and extend more than 30 years into the future, aiming to leave nothing uncovered. This long-range perspective allows us to examine how decisions made today may influence income, taxes, and financial flexibility decades from now. Through this level of analysis, we are often able to identify important pivot points - moments where a strategic decision can meaningfully affect long-term outcomes - as well as friction points, where taxes, market exposure, or structural inefficiencies may quietly erode wealth over time. Recognizing these dynamics early allows us to design strategies that emphasize thoughtful tax coordination, adaptable income planning, and long-term resilience. Just as importantly, it creates a framework that can be revisited and refined as circumstances evolve.
Who We Serve
Our team spans multiple generations of advisors, combining decades of experience with long-term continuity for the families we serve. Since 1990, we have worked with individuals, families, business owners, executives, physicians, and professional athletes who value disciplined analysis, careful planning, and a steady hand - particularly as they approach or enter retirement.
Our Philosophy
Coleman Financial Advisory Group LLC has a core belief and primary operating goal of becoming the most knowledgeable and valued advisors serving the financial needs of its clients. As an independent firm, we are committed to offering complete independent and personalized advice. We offer a full range of investment and financial services and have access to a wide array of solutions. We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.
We believe comprehensive 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.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Coleman Financial Advisory Group LLC and LPL Financial are non-affiliated. For a list of states in which I am/we are registered to do business, please visit www.colemanadvisorygroup.com.
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Physicians
- Professional Athletes
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
5 Stars
5 Stars
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.Â
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2026 Wealthtender, Inc.
