Rod  Coleman,  CFP<sup>&reg;</sup> - Financial Advisor

Rod Coleman, CFP®

President

SYM Financial Advisors

414 Townsend St, Suite 202
Midland, MI 48640
(574) 267-2300

General

Rod Coleman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at SYM Financial Advisors in Midland, MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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