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Who We Serve

Simplifying Complexities. Maximizing Choices.

For Businesses, Employees, & their Families

At Coleman & Associates, our commitment to delivering excellent service and experiences remains unwavering as we provide tailored solutions to help each client navigate the intricacies of their financial journey. With us, you'll find an experienced team dedicated to simplifying your finances and maximizing your choices.

<strong>Business Owners &#38; Entrepreneurs: Guiding You to Growth</strong>

Business Owners & Entrepreneurs: Guiding You to Growth

Running a business comes with its challenges, but it is often also personally and financially rewarding. We’re here to help reduce uncertainty by offering actionable guidance and recommendations to grow and protect your business's financial operations.

<strong>Individuals &#38; Families: Building a Strong Foundation</strong>

Individuals & Families: Building a Strong Foundation

When it comes to building the foundations of a financial future for yourself and your growing family, navigating the multitude of demands on your time and money can be daunting. Let our financial planning professionals help you get off to a strong start.

<strong>Service &#38; Trade-Based Businesses: Navigating the Market</strong>

Service & Trade-Based Businesses: Navigating the Market

In the midst of changing demands and markets, we’re here to provide guidance tailored to the unique needs of service and trade-based businesses. Let us help you navigate financial complexities and optimize your financial operations for lasting success.

<strong>Professionals &#38; Executives: Aligning with Your Priorities</strong>

Professionals & Executives: Aligning with Your Priorities

Life often moves quickly, and significant life changes can shift your financial priorities. As you encounter career changes and transitions, Coleman & Associates can help you realign and re-prioritize, enabling you to envision the life you desire and adjust as needed.

Providing Financial Solutions for Business Owners & Private Clients

Guiding business owners pursuit of success for their families and employees through integrated tax, accounting, and financial services.

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