Junior Coleman
Partner at WestPoint Financial Group | Middleton, Wisconsin, United States
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Junior Coleman serves as a Partner at WestPoint Financial Group, where he leverages his extensive expertise in financial planning to empower clients on their journey toward financial independence. With a strong commitment to building long-term relationships, Junior prioritizes understanding each client's unique financial landscape. His approach begins with a comprehensive analysis of their current financial situation, allowing him to identify specific goals and concerns. By illustrating actionable strategies tailored to meet these objectives, he effectively addresses any gaps in their financial plans.
At WestPoint Financial Group, Junior is actively involved in key projects that focus on retirement planning, long-term care insurance, and disability insurance. His proficiency in these areas enables him to offer clients a holistic view of their financial health, ensuring they are well-prepared for the future. Utilizing world-class tools and resources, he crafts personalized financial strategies that not only aim to achieve immediate goals but also foster sustainable financial freedom over the long term.
In addition to his technical skills, which include proficiency in Microsoft Office and exceptional customer service, Junior's leadership and teamwork abilities shine through in his collaborative efforts with clients and colleagues alike. His time management skills ensure that he remains responsive to client needs, providing timely solutions that enhance their financial security. As a registered representative offering securities through MML Investors Services, Junior Coleman is dedicated to guiding clients through the complexities of financial planning, making their aspirations a reality.
Partner at WestPoint Financial Group in July 2022 to Present
Financial Advisor at Northwestern Mutual in October 2017 to June 2022
Health Technician at Veteran Administration in September 2015 to October 2017
Home Health Aide at Heartland in October 2013 to October 2017
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Microsoft Office
Customer Service
Leadership
Teamwork
Time Management
Long Term Care Insurance
Disability Insurance
Retirement Planning
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Discover more about WestPoint Financial GroupWhat is Junior Coleman email address?
Email Junior Coleman at [email protected]. This email is the most updated Junior Coleman email found in 2026.
How to contact Junior Coleman?
To contact Junior Coleman send an email to [email protected]. (updated on September 13, 2024)
What company does Junior Coleman work for?
Junior Coleman works for WestPoint Financial Group
What is Junior Coleman's role at WestPoint Financial Group?
Junior Coleman is Partner
What is Junior Coleman's Phone Number?
Junior Coleman's phone (414) ***-*372
What industry does Junior Coleman work in?
Junior Coleman works in the Financial Services industry.
Junior Coleman Email Addresses
Junior Coleman Phone Numbers
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