Joseph H. Coffman

Investment Advisor Representative*



7800 Shelby Street, Suite 9
Indianapolis, IN 46227


I reside in Greenwood Indiana and have been advising clients and helping families plan for their retirement since 2005.  Feel free to contact me to schedule a review of your portfolio.


* Working with an advisor that subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved.  There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program.  Advisors pay a fee to belong to the SmartVestor Pro program.  Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with SagePoint Financial, Inc. and is not sponsored or endorsed by SagePoint Financial, Inc. 

Phone 317.885.8111
Fax 317.488.2533