Broker Check

Whitman Financial Services, LLC - Wakefield, MA

 

Dallas W. Coffman

Dallas W. Coffman

Managing Member

(781) 246-0902
financial@lpl.com

Knowledge is power.  It’s also the foundation for intelligent, well-considered decisions.  When you have retirement in sight, confident decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

As financial professionals, we are committed to helping people just like you create strategies for their retirement assets.  Once we understand your risk tolerance, time horizon and goals, we’ll work diligently to develop a program that carefully balances investment strategies while striving to preserve principal.

Today’s economic environment brings challenges.  But along with challenges come opportunities and potential rewards.  We work closely with our clients to evaluate those opportunities and get in position to reap those rewards.  We enjoy helping people build a confident financial foundation for the future.

We invite you to check out all the material on our website.  If something prompts a question, please send us a quick email or call our office.  We would enjoy speaking with you.