5 /5 Tina Cunningham: The expertise of John Coleman and his assistant Lisa are exemplary. They were extremely astute to my needs and treated me with the utmost respect. Upon entering the office my husband and I were warmly, sincerely greeted by the front desk executive who ensured we were comfortable while waiting to meet with our financial advisor. The entire process of meeting with our financial advisor John Coleman was very comfortable and I would highly recommend him and his assistant Lisa to anyone for financial management and investment planning. Extremely trustworthy and knowledgeable.........