Dallas W. Coffman, CLU , ChFC , EA, CFP

Services Offered

• Financial planning
• Investment management
• Retirement planning
• Tax strategies

About

Dallas W. Coffman is a financial advisor based in Wakefield, Massachusetts, providing comprehensive financial planning and investment guidance to clients. He holds several professional designations, including Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Enrolled Agent (EA). Dallas specializes in retirement planning, tax strategies, and wealth management, ensuring that clients receive tailored advice to meet their financial goals. He serves individuals and families looking to build long-term financial security and navigate complex financial decisions.

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