Coleman Financial Services LLC

Proudly serving generations of local Pittsburgh families and businesses since 1985.

Our Services

@ Coleman Financial

Financial Planning

Take a closer look at the essential components of an effective retirement plan.

Model Portfolio Management

Help you make decisions about investment mix, matching investments to objectives, asset allocation, and balancing risk against performance.

College Savings

We bring a focused experience and passion for helping all families save for college to provide individuals with the highest level of supervision and insight.

Tax Strategy

Analyzing multiple tax options to decide how you should make your individual transactions to better minimize your tax liability.

Estate Planning

We can help you fully realize your specific goals by implementing the right plan, assets, and maintenance.

Insurance Planning

Insurance products are specifically designed to mitigate the many risks we all encounter in life. As experts in evaluating insurance needs and products, we help design and implement insurance policies that suit each individual’s needs.

Our Story

Coleman Financial Services has been committed to providing portfolio management, and financial services to our clients for over 30 years.

Our family-owned operation was founded by John Coleman in 1985, and continues to work with individuals across the nation to financially prepare for the future. Due to the family oriented nature of our firm we have been fortunate to work with many families, across several generations.

As we look to the future our group is focusing on long-term returns, diversification, and engaging with individuals who are seeking trust and transparency in their representative.

Meet the Team

@ Coleman Financial

Glenn Coleman

Glenn Coleman has owned Coleman Financial Services since 2014 when he officially purchased the company from his father, John Coleman, whom he started the business with in 1985.

Glenn’s passion for providing unrivaled financial care and rock-solid reliability to his clients is what has driven his success for over 30 years in the industry and is the fuel that continues to spark his passion today.

He currently lives in the Scott Township area of Pittsburgh, PA with his wife Bekki. He enjoys playing guitar, collecting vinyl records, and spending time with his family. He is also a Pittsburgh Steelers fan which means he enjoys spending his fall weekends following the black and gold.

Glenn is an advocate of local school and youth clubs. He has donated a great deal of time and money towards these groups as he believes they promote responsibility, leadership, and integrity.

Licenses & Credentials
> Registered Investment Advisor
​> FINRA Series 7 and 66
> PA Life, Health, Disability Insurance License
> Uniform Securities Agent

Michael Coleman

Michael Coleman joined the Coleman Financial Services team in the fall of 2014. As the third generation of his family to work through Coleman Financial. He feels prepared to continue the tradition of honesty and reliability his grandfather started many years ago.

Michael feels transparency and communication are key to his success as a representative in the industry. Learning investment strategies from his father and grandfather have provided Michael with a unique perspective that he hopes will help the organization continually achieve its goals.

Michael currently owns a home in the city of Pittsburgh with his wife Brittany. He also is an assistant football coach in the Baldwin-Whitehall school district. Michael spends his time with friends, traveling, following Pittsburgh sports, and helping Brittany raise their two dogs Arya and Podrick.

Licenses & Credentials
> BS Business, Penn State University
> FINRA Series 7 and 66
> PA Life, Health, Disability Insurance License

Leigh-Ann Bates

Leigh-Ann Bates has been with Coleman Financial Services since 1997. She originally came on in 1985 to help relieve her mother of certain office duties. During the early 90’s Leigh-Ann pursued employment in childcare before returning to the company in 1997.

Her goal is to serve Coleman Financial clients prudently. Leigh-Ann is typically the first contact for clients whether they call or visit, and she enjoys that responsibility.

Leigh-Ann currently resides in South Park, Pennsylvania where she enjoys spending time with her grandchildren and traveling

Free No Obligation Consultation

Get started now by sending us a message using the simple form below.
We strive to respond to all messages within one business day.

Location and Contact Info

Location

61 McMurray Rd #200
Pittsburgh, PA 15241

Phone

412-835-8003

Fax

412-835-8041

Email

john@johncoleman.net

Securities and investment advisory services offered through Geneos Wealth Management, Inc.

Member FINRA / SIPC 

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© 2019 Coleman Financial Services LLC