A Tailored Method, Llc
We believe a life as unique as yours deserves a financial strategy that’s just as tailor-made. When we help you prepare for the future, we don’t just want you to save enough to survive in retirement—we want to show you how to transform your potential into performance. Our mission is to outline a path to your future that gets you exactly where you want to go in a way that works best for you. At A Tailored Method, you’re not just a number to us. We build personal relationships with our clients because we want each person to leave our office feeling heard, understood, and cared for. We have a fiduciary responsibility to our clients, meaning we act in your best interest, always. Every recommendation and solution we offer is with your unique needs in mind. Wyatt Coleman is licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Additionally, Wyatt Coleman is a Financial Services Professionals of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. 2600 Network Blvd, suite 130, Frisco TX 75234.(214) 704-6995 Wyatt Coleman is not licensed in all jurisdictions. Neither A Tailored Method nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. A Tailored Method is not owned or operated by New York Life Insurance Company or its affiliates.
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Verified contacts
8
available on Kipplo
LinkedIn employees
7
11 to 50 range
Open roles
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Distinct roles
6
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- DT
Darmecia Townsend
Director of Client Relations · Customer/Client Service
EmailPhone - BB
Briona Barbee
Financial Professional · Finance & Accounting
EmailPhone - NH
Naida Hairston
Financial Professional · Finance & Accounting
EmailPhone - WC
Wyatt Coleman
a Tailored Method, Llc · Other
EmailPhone
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Top roles at A Tailored Method, Llc
6 distinct titles indexed · top 6 shown.
- 2financial professional
- 2vice president operations
- 1a tailored method, llc
- 1chief operating officer
- 1director of client relations
- 1registered representative
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