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

Paul J. Coleman, III CFP®

Financial Advisor

Level Financial Advisors

1412 Sweet Home Rd, Ste 7
Buffalo, NY 14228-2795

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 Buffalo, 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