Simon Coleman
Investment Executive
Valparaiso, Indiana 46383
Simon Coleman is a fully registered Investment Executive who is passionate about serving clients and their families. Simon’s clients look to him to help identify their important financial goals, building a savings and investment plan designed to help them achieve those goals. As Simon’s clients begin to contemplate retirement, Simon works to help identify opportunities to maximize cash flow for a more successful retirement.
Simon helps his clients create and understand their unique financial plan while helping to direct their decisions around their hard-earned wealth. His goal is to be your trusted advisor, providing you sensible investment ideas and easing your financial worries. Simon is supported by a team of experienced professionals who share his passion to provide the best possible service while building long-term relationships with his clients.
Simon joined the Centier Family in 2019. He and his wife live in Valparaiso, Indiana. Outside of his responsibilities as a financial professional, Simon enjoys spending time with his family and is an avid sports fan who also finds time to play in various local soccer leagues.
Please contact Simon by using the phone number or e-mail address listed above. You may also contact his Administrative Assistant, Amy Welkie, at 219-465-9002 ext. 2161 or by e-mail at [email protected].
Disclosures
Check the background of this investment professional on FINRA’s BrokerCheck.
Located at: 600 E 84th Avenue Merrillville, IN 46410
Phone: (844) 755-6600
Centier Investment Services is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
These products and services are being offered through Cetera Investment Services LLC or its affiliates, which are separate entities from, and not affiliates of, Centier Bank or Centier Investments. Securities and insurance products offered by Cetera Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
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