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Mary Angel Coelho, CFP®

Coelho & Callahan

PO Box 46
Bristol, RI 02809-0046
Phone: (401) 253-6800
Fax: (401) 253-6808

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Limited Partnerships
  • Mutual Funds
  • Getting Married
  • Insurance
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Tangible Assets
  • Starting a Family
  • Sudden Wealth
  • Nontraditional Households
  • Personal Taxes
  • Women's Finances

 

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