Providing Financial Solutions for Business Owners & Private Clients
Guiding business owners in pursuit of success for their families and employees through integrated tax, accounting, and financial services.
Our History
Years of experience have prepared us to guide you through your life transitions.
Working with Business Owners to Define the Future They Want
For themselves and for their employees
We provide integrated services focused on simplifying the complexities for business owners so they can focus on serving their clients and employees and stay on the right path for their goals in business and life.
For Business Owners & Private Clients
Helping You Keep More of What You've Earned
Our integrated, tax-focused services ensure we help you focus on both investment strategies as well as tax efficient planning which means we’re the only stop you need to make for all of your personal and business financial planning needs.
Business Owners & Employees
Our team specializes in crafting business strategies that are aligned with your objectives. We are dedicated to helping business owners make informed decisions that lead to growth and wealth transfer beyond your working years.
Individuals & Families
At Coleman & Associates, our financial plans are tailored to meet your needs at every stage of your financial journey. Our mission is to provide integrated tax, accounting and financial guidance to bring you opportunities that align with the future you desire.
Tax & Accounting
We specialize in simplifying complex tax matters and financial reporting through integrated financial services. Whether you're an individual seeking effective tax strategies or a business requiring precise financial management, our services are personalized to meet your unique needs.
An Experienced & Professional Partnership You Can Rely On
Meet the financial professionals at Coleman & Associates. We build relationships for the long term, providing you with the advice you need to build the future you desire.
Rebecca M. Coleman
Registered Representative &
Investment Adviser Representative
Phone: 773-444-3105
Email: rebecca.coleman@ceterafs.com
Patricia Maher
Client Service Associate
Phone: 773-444-3106
Email: patricia.maher@ceterafs.com
Empowering Diverse Audiences
With a Singular Vision of Success
Business Owners & Entrepreneurs
We’re here to help you with finances so you can focus more on what matters: running your business.
Individuals & Families
We can help you navigate the variety of demands on your time and money as you build your wealth.
Service &
Trade Businesses
We’re here to provide specialized guidance tailored to the unique needs of service and trade-based businesses.
Professionals & Executives
We can help you realign and re-prioritize your financial plan as you encounter career changes and transitions.
Our Curated Resource Library
Equip yourself to make well-informed decisions by investing time in your financial literacy. We have the resources to help.
Conquering Retirement Challenges for Women
Forecast
The Other Sure Thing
Starting a Roth IRA for a Teen
Tax-Integrated Collaboration From a Team Helping You Pursue a Secure Financial Future
Call Us
773.444.3105
Address
8745 West Higgins Road
Suite 360
Chicago, IL 60631