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
•Saving for Education
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.
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.
Karp Loshak Long Term Care Insurance Solutions Bkg
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)
East Rockaway, NY
LK Daily Money Management
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.
Karp Loshak Long Term Care Insurance Solutions Bkg
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).
Kings Park, NY
Main Street Financial Group
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!