Financial Services

Financial Services

Address: 1600 Express Drive S Suite 123
Hauppauge, NY
11788

Katie Coleman, Financial Advisor & President

I’ll help you prepare for the expected – and the unexpected
Areas of Focus:
•Retirement Planning Strategies
•Wealth Preservation Strategies
•Estate Planning Strategies
•Women’s Financial Strategies
•Investments
•Saving for Education
•Charitable Giving

Katie Coleman, CFP®, is a Financial Advisor and President at Coleman Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc. She has been in the financial services industry for 14 years and is passionate about helping people achieve their financial goals and pursue their life dreams.

Katie is originally from Atlanta, Georgia and graduated from the University of Georgia, Terry College of Business with a bachelor’s degree in Business Management. Katie moved to New York in 2007. That same year, she joined Siena Wealth Advisory Group and in 2012, Katie became a partner in the firm. Together, with her business partner, she trained over 600 financial advisors across the country.

In January 2014, Katie was named as one of Long Island Business News’ 40 under 40, which honors outstanding members of the business community on Long Island who are under the age of 40. In 2015, Katie was also a finalist for the Athena International Young Professional Leadership Award. She has been quoted as a financial expert in publications such as the Wall Street Journal, NY Post and the Long Island Business News and appeared on CNBC’s “On the Money”. Most recently, Katie was recognized as Forbes America’s Top Next Generation Wealth Advisors 2018 and Working Mother Top Advisors Mom List for 2018. Katie holds her Series 7, 66 and the New York State Life and Health Licenses, and is a CFP®, Certified Financial Planner practitioner.

In September 2018, Katie started her own wealth advisory practice, Coleman Financial Group, a financial advisory practice with Ameriprise Financial.

Katie enjoys spending time with family, reading and traveling and is a board member for the Michael Magro Foundation. She currently resides in Oakdale, NY with her husband Bob, their two daughters, Charleston and Sailor and their chocolate lab, Tuna.

Katie also sits on the board of the Spencer Foundation, as well as the Michael Magro Foundation. These are two organizations that focus on helping children and their families battle cancer and chronic illnesses.

Business Phone Number: (631) 780-7052
Business Contact Email: mary.k.coleman@ampf.com
Address: 1044 Northern Blvd, Suite 200
Roslyn, NY
11576
Business Genre:

MetLife

Financial Services Executive

President, GPNY; Member, Society of Financial Services Professionals (SFSP); Member, Advisor Committee to the Board of Directors, Ronald McDonald House [LI Chapter, 11 Years]; Former Director, National Association of Insurance and Financial Advisors [NAIFA]; Member, LI-AFA; Member, Long Island Advancement of Small Businesses [LIASB].

As an Investment Advisor Representative, my practice has focused on Personal Insurance Solutions such as Life, Health, Disability Income and Long Term Care Insurance. I also Excel at assisting my Clients with their Investment Needs by offering them access to a wide variety of Investment Products including Variable Annuities and Managed Account Platforms.

 

Business Contact Email: pfeigenbaum@metLife.com
Address: 380 N. Broadway, Suite 206
Jericho, NY
11753

Peter Janowsky, Partner

Ryan & Janowsky Financial Strategies Group

Business Website Address: http://www.rjsfg.com
Business Phone Number: (516) 719-6396
Business Fax: (631) 614-4455
Business Contact Email: pjanowsky@rjfsg.com
Address: 70 Mimosa Drive
Roslyn, NY
11576

Karp Loshak Long Term Care Insurance Solutions Bkg

Co-President

Natalie Karp, MBA, CLTC is a highly accredited specialists in LTC Insurance and ranked by The American Association of Long Term Care Insurers as top professionals in New York State, 2009 and 2010. Karp Loshak LTC Insurance www.karploshak.com is a trusted source of information on long term care insurance solutions for individuals, business owners and employer groups. Licensed in NY, NJ, CT, FL, CA, and MO and licensed in State Partnership Insurance Plans.

Karp Loshak is an approved NYS Sponsor of Continuing Professional Education (CPE)

Business Website Address: http://www.karploshak.com
Business Phone Number: 516-801-1419, 516-455-7847
Business Fax: 516-619-0403
Business Contact Email: info@karploshak.com
Address: PO Box 176
East Rockaway, NY
11518

LK Daily Money Management

President

Lewis is a seasoned professional who provides help with day to day financial matters. As a Daily Money Manager and Fiduciary (Trustee, POA) some of the services he provides are: bill paying; banking and account reconciliation; organization of all personal documents; negotiation with creditors; preparation or review of insurance claims; entitlement assistance (medicare/medicaid); referrals to: financial planners, Elder Law and Trust and Estate attorneys, Accountants (CPAs), Geriatric Care Managers, transition specialists and others.

Services are customized to meet needs and are provided to seniors or family members on their schedule at their locations.

Business Website Address: http://www.lkmoneymgmt.com
Business Phone Number: 516-528-0206
Business Fax: 516-593-4903
Business Contact Email: lewis@lkmoneymgmt.com
Address: 100 Blvd. of the Americas
Lakewood, NJ
08701

SCS Pooled Trust

Business Phone Number: (718) 971-2509 ext. 8304
Business Contact Email: mark@scspooledtrust.org
Address: 70 Mimosa Drive
Roslyn, NY
11576

Karp Loshak Long Term Care Insurance Solutions Bkg

Co-President

Rona Loshak, MBA, CLTC is a highly accredited specialists in LTC Insurance and ranked by The American Association of Long Term Care Insurers as top professionals in New York State, 2009 and 2010. Karp Loshak LTC Insurance www.karploshak.com is a trusted source of information on long term care insurance solutions for individuals, business owners and employer groups.

Licensed in NY, NJ, CT, FL, CA, and MO and licensed in State Partnership Insurance Plans. Karp Loshak is an approved NYS Sponsor of Continuing Professional Education (CPE).

Business Website Address: http://www.karploshak.com
Business Phone Number: 516-801-1419, 516-532-0789
Business Fax: 516-619-0403
Business Contact Email: karploshakltc@gmail.com
Patane, CFS, Donald
Address: 80 East Main Street
Kings Park, NY
11754

Main Street Financial Group

Financial Advisor

I am one of five independent advisors at our office. My mission is to help those individuals who are interested in protecting themselves and their loved ones by finding financial solutions that are personalized to meet their dreams and goals. This encompasses insurance (life,disability,long term care) and investments (retirement,individual,college).

I hold a Certified Fund Specialist designation and a series 7 securities license and insurance licenses. On a side note, several years ago I served my country as a Lieutenant in the Navy!

Business Phone Number: 631-269-2300×108, cell 516-238-2462
Business Fax: 631-269-2304
Business Contact Email: dpatane@msfg.info