Whitman Financial offers general investment banking, portfolio management and wealth growth services. Financial advice is also available, as the company specializes in stock and bond portfolio work.
Dallas W. Coffman (CLU, ChFC, EA, CFP) is the branch manager.
U.S. Advisory Group is a wealth-management and consulting firm. Consultants and advisors have multiple years of experience and can assist accordingly.
American Risk Management is a consulting firm that specializes in risk management. Services include alternative risk financing, continuous outsourced risk management, risk analysis and exposure audits.
Flagship Financial Advisors provides comprehensive tax, retirement, investment and estate planning services such as tax efficiency analysis, charitable giving strategies, asset protection planning and retirement income analysis. Flagship's staff of experienced consultants focuses on assisting clients of all income brackets.
