Paul J. Coleman, III CFP<sup>&reg;</sup> - Financial Advisor

Paul J. Coleman, III CFP®

Financial Advisor

Level Financial Advisors

9310 Transit Rd, Suite 300
East Amherst, NY 14051-2380

Level Financial Advisors

4535 Southwestern Blvd, Suite 710A
Hamburg, NY 14075
FINANCIAL ADVISOR'S WEBSITE
(716) 634-6113

General

Paul Coleman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Level Financial Advisors in East Amherst, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Retirement, Personal Taxes

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Helpful Financial Planning Resources