Carmen R. Coleman, MBA, CRPC
My blogs
- Phase II - Preparing for Long Term Care
- Medicare Planning
- The Female Investor
- Lifetime Financial News
- Estate Planning
| Gender | Female |
|---|---|
| Occupation | Financial Advisor |
| Location | Rochester, NY, United States |
| Introduction | Offering clients personalized service and access to unbiased, comprehensive research -- enhancing the way we do business. From portfolio analysis to asset allocation and managed accounts, our practice affords clients a world of investment and insurance choices. Ms. Coleman has over 20 years of solid business experience in various management positions. She has a MBA and B.S. Degree in Engineering. Series 7 & Series 66 through Securities Service Network; Chartered Retirement Planning Counselor (CRPC), Insurance license(s) Property and Casualty; and Accident, Life and Health. Licensed Notary. Offering access to full range of investment products: Stocks, Bonds, Mutual Funds, Annuities, Retirement Plans, Insurance, Long Term Care, Medicare MediGap, Affordable Care Insurance Plans. Securities offered through Securities Service Network, Inc. Member FINRA/SIPC. Advisory Services offered through Peter A. Johnson Financial Services, a Registered Investment Advisor. Licensed to sell securities in New York. OSJ: Peter A. Johnson, CFP Please call to schedule a financial review (585) 325-2525 or e-mail lifetimefinancial@ssnrep.com |
| Interests | Member of Board of Directors for the Hearing Loss Association of America (HLAA), Board of Director of Independent Insurance Agents and Brokers of Monroe County, Volunteer for Advent House, Boy Scouts of America, Girl Scouts of America, Habitat for Humanity, and PTA co-President. |