Chelsea Coleman, PA/OH/WV/MI Regional Leader

Chelsea Coleman has over 20 years of sales, service, and customer relations experience. Including 10 years in financial services and entrepreneurship. Her attention to detail provides Alto Financial Group with the support of a common purpose to help our agents and clients reach their financial goals. Miss Coleman has helped over 350 of her clients to customize their retirement solutions during her career with retirement, insurance, future planning, and more. She is also a fully dedicated CEO of her household, with the blessing of three beautiful children. Her family has been her # 1 team that drives her WHY. She is a loyal member of her community, active in service as a volunteer, and a proud member of the Parent Teacher Student Organization (PTSO). She maintains her life insurance licenses in PA, OH, MI, SC, NC, IL, TN.

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Tania W.

"I had consulted with Ms. Coleman (Chelsea) approximately a year before deciding to retire. Ms. Coleman is very knowledgeable and firm with the retirement process. She also demonstrated sensitivity and patience with me to ensure a fair and final outcome. Even after the retirement process was completed, Ms. Coleman continues, on occasion, to "check in" on how things are going. I recommended her to my friends and family. She is a "Class A" act!"

Tracy F.

"It has been a pleasure to work with Chelsea Coleman over these past few years.  As a person who knew nothing about investing, I gained a lot of knowledge and understanding while working with Chelsea.  Chelsea is very professional and personable.  She is ALWAYS there to answer questions and to alleviate concerns.  I trust Chelsea and have referred others to her because of her knowledge, guidance, compassion, and dedication to her clients.  I appreciate the time she has taken to assist me on my journey to retirement and beyond."

 

4099 William Penn Highway

Fourth Floor 

Monroeville, PA 15146

(800) 491-7005