BBB Accredited Business Profile

Coleman Financial Advisory Group, LLC

Coleman Financial Advisory Group, LLC

(203) 756-7526

Coleman Financial Advisory Group, LLC

31 years in business
751 Watertown Ave
Waterbury, CT 06708-2026
Additional Email Addresses
BBB File Opened: 03/24/2005
Business Started: 01/01/1987
Business Incorporated: 10/24/2013 in CT
Type of Entity
Limited Liability Company (LLC)
Business Management
  • Mr. Jim Coleman, Owner
  • Ms. Kathy Francis, Office Manager
Business Category
  • Financial Services
  • Financial Planning Consultants
  • Life Insurance
  • Long Term Care Insurance
  • Annuity
  • Investment Advisory Services
  • Retirement Planning Services
  • Investment Management

Service Area
We service the following area(s): Ansonia, CT, Avon, CT, Bantam, CT, Barkhamsted, CT, Beacon Falls, CT, Berlin, CT, Bethany, CT, Bethel, CT, Bethlehem, CT, Bishops Cor, CT, Bishops Corner, CT, Bloomfield, CT, Botsford, CT, Branford, CT, Brewster, NY, Bridgeport, CT, Bridgewater, CT, Bristol, CT, Brookfield, CT, Brookfld Ctr, CT, Burlington, CT, Canton Center, CT, Canton, CT, Cheshire, CT, Cobalt, CT, Collinsville, CT, Cornwall Brg, CT, Cornwall Bridge, CT, Cornwall, CT, Cromwell, CT, Danbury, CT, Deep River, CT, Derby, CT, Dover Plains, NY, Durham, CT, E Glastonbury, CT, East Berlin, CT, East Glastonbury, CT, East Hampton, CT, East Hartford, CT, East Haven, CT, Easton, CT, Fairfield, CT, Farmington, CT, Gaylordsville, CT, Georgetown, CT, Glastonbury, CT, Goshen, CT, Guilford, CT, Haddam Neck, CT, Haddam, CT, Hamden, CT, Hartford, CT, Harwinton, CT, Hawleyville, CT, Higganum, CT, Huntington, CT, Kensington, CT, Kent, CT, Killingworth, CT, Lakeside, CT, Litchfield, CT, Macys By Mail, CT, Madison, CT, Marion, CT, Meriden, CT, Middle Haddam, CT, Middlebury, CT, Middlefield, CT, Middletown, CT, Milford, CT, Milldale, CT, Monroe, CT, Morris, CT, N Branford, CT, Naugatuck, CT, New Britain, CT, New Fairfield, CT, New Hartford, CT, New Haven, CT, New Milford, CT, New Preston Marble Dale, CT, New Preston, CT, Newington, CT, Newtown, CT, Norfolk, CT, North Branford, CT, North Canton, CT, North Haven, CT, Northfield, CT, Northford, CT, Oakville, CT, Orange, CT, Oxford, CT, Patterson, NY, Pawling, NY, Pequabuck, CT, Pine Meadow, CT, Plainville, CT, Plantsville, CT, Pleasant Valley, CT, Pleasant Vly, CT, Plymouth, CT, Portland, CT, Prospect, CT, Redding Cen, CT, Redding Center, CT, Redding Ridge, CT, Redding, CT, Ridgefield, CT, Rockfall, CT, Rocky Hill, CT, Roxbury, CT, S Glastonbury, CT, Sandy Hook, CT, Seymour, CT, Sharon, CT, Shelton, CT, Sherman, CT, Silver Lane, CT, Simsbury, CT, South Britain, CT, South Glastonbury, CT, South Kent, CT, Southbury, CT, Southington, CT, Stevenson, CT, Stratford, CT, Tariffville, CT, Terryville, CT, Thomaston, CT, Torrington, CT, Trumbull, CT, Unionville, CT, W Haven, CT, Wallingford, CT, Warren, CT, Washington Depot, CT, Washington Dt, CT, Washington, CT, Wassaic, NY, Waterbury, CT, Watertown, CT, Weatogue, CT, West Cornwall, CT, West Granby, CT, West Hartford, CT, West Hartfrd, CT, West Haven, CT, West Redding, CT, West Simsbury, CT, Weston, CT, Wethersfield, CT, Whitneyville, CT, Winchester Center, CT, Winchestr Ctr, CT, Wingdale, NY, Winsted, CT, Wolcott, CT, Woodbridge, CT, Woodbury, CT, Yalesville, CT
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB accredited business



Coleman Financial Advisory Group offers financial services, specializing in retirement planning and investment management.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Coleman Financial Advisory Group, LLC

Coleman Financial Advisory Group, LLC


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