Junior Coleman-WestPoint Financial

Junior Coleman-WestPoint Financial I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Member SIPC.

Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. Junior Coleman is a registered representative of and offers securities through MML Investors Services, LLC. www.sipc.org. 525 Junction Rd, Suite 8100N, Madison, WI 53717. 608-829-0015. CA Insurance License #¬¬0N04856
Licensed to sell Life & Health Insurance in WI, AZ, CA, CO, CT, FL, GA, IA, I

D, IL, IN, KY, LA, MA, MI, MN, MO, MS, MT, NC, ND, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA. Registered to offer securities products in WI, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KY, LA, MA, MI, MN, MO, MS, MT, NC, ND, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA.

Through my relationship with MassMutual, I am excited to announce Investor360° – where we can consolidate all your holdi...
07/21/2022

Through my relationship with MassMutual, I am excited to announce Investor360° – where we can consolidate all your holdings, accounts, and insurance on one digital platform available anytime, anywhere—and from any device. Check out this short video and contact me today to learn more how we can manage your complete financial picture together.

MassMutual now provides Investor360° to our clients – where we can consolidate all our client’s holdings, accounts, and insurance on one digital platform ava...

Halfway through the year is a great time to give your money a little TLC: bit.ly/3AlOlod
07/06/2022

Halfway through the year is a great time to give your money a little TLC: bit.ly/3AlOlod

If you’re concerned about saving enough for retirement, let’s put together a plan.
06/30/2022

If you’re concerned about saving enough for retirement, let’s put together a plan.

Show your nest egg a little TLC by kick starting your retirement savings. These quick tips can help you save more for retirement.

We’re here to help you understand your options and prioritize your goals.
06/22/2022

We’re here to help you understand your options and prioritize your goals.

It can be challenging to prioritize your different financial goals. Here’s how to decide if you should pay off debt or build an emergency fund.

If you’d like to discuss how your short- and long-term goals fit in to your overall financial plan, let’s talk.
06/10/2022

If you’d like to discuss how your short- and long-term goals fit in to your overall financial plan, let’s talk.

This month, consider a mid-year check-in on your finances. Here are 4 other ways to improve your finances in June.

If buying a home is one of your big goals, let’s talk about how to get your finances in shape before you apply for a mor...
06/03/2022

If buying a home is one of your big goals, let’s talk about how to get your finances in shape before you apply for a mortgage. 🏠

If you want to get approved for a mortgage, here are a few key factors lenders consider.

The child tax credit’s changes in 2021 were temporary. Here’s how they will be changing this year.
05/23/2022

The child tax credit’s changes in 2021 were temporary. Here’s how they will be changing this year.

Congress let the expanded child tax credit expire, which means it reverted to its older rules. Here’s what’s changing about the child tax credit in 2022.

As you begin making plans for Memorial Day and beyond, be sure to leave time for a few financial tasks. Have more questi...
05/16/2022

As you begin making plans for Memorial Day and beyond, be sure to leave time for a few financial tasks. Have more questions? Let’s talk.

This month, make good use of your tax refund and read up ways you can save for college. Read up on the 5 ways to improve your finances in May.

Address

525 Junction Road, Suite 8100
Middleton, WI
53562

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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