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Whitman Financial Services, LLC - Wakefield, MA


Dallas W. Coffman

Dallas W. Coffman

Managing Member

(781) 246-0902

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 a fiduciary and financial professional, I am committed to helping people just like you create strategies for their retirement assets.  Once we understand your risk tolerance, time horizon and goals, I’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.  I work closely with my clients to evaluate those opportunities and get in position to reap those rewards.  I enjoy helping people build a confident financial foundation for the future.

I invite you to check out all the material on my website.  If something prompts a question, please send me a quick email or call me.  I would enjoy speaking with you.

Also, be sure to check out my Strategic Professional page to learn more about Attorney Lyn A. Parker.