History
Jeff Coleman began his career in the financial services industry over 30 years ago. Jeff's broad range of experience includes working for American General, Reliastar, Fortis and The Hartford as a Regional Vice President. He also developed and managed a 90-million dollar practice at Citibank before relocating to Missouri in 2000. Jeff eventually decided to serve clients in his own business. In 2009, cfs Wealth Management Group, LLC was born. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. CFS Wealth Management Group and Cambridge are not affiliated. Cambridge does not offer tax or legal advice.This communication is strictly intended for individuals residing in the states of MO, KS, IA, CA. No offers may be made or accepted from any resident outside the specific states referenced.
Specialties
At cfs Wealth Management Group, LLC, we strive to provide competent, sound financial advice to individuals who are retired or who are nearing retirement. We focus on serving less individuals than most financial advisors so we can provide more comprehensive service to our clients. Our goal is to offer more investing options than most firms and to educate individuals about those options in a comfortable, educational, pressure-free environment. Give us a call today and find out if we are a good fit for you. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. CFS Wealth Management Group and Cambridge are not affiliated. Cambridge does not offer tax or legal advice.This communication is strictly intended for individuals residing in the states of MO, KS, IA, CA. No offers may be made or accepted from any resident outside the specific states referenced.