Indelicato & Coffey

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo for Indelicato & Coffey

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Advisors

Advisor photo for Stephen Coffey

Stephen Coffey

CFP®, CRPC, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Stephen Coffey's website
Advisor photo for Melissa Indelicato

Melissa Indelicato

CFP®, CMFC, CLTC®, CDFA®

Private Wealth Advisor

Visit Melissa Indelicato's website
Advisor photo for Ashley Elizabeth Peters

Ashley Elizabeth Peters

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Ashley Elizabeth Peters's website


Team

Lynne Sands

Lynne Sands

Client Service Manager

Roles & Responsibilities

  • • Client appointments
  • • Financial planning follow-up
  • • General service inquiries
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Amanda Santizo

Business Development Manager,

Operations Manager

Roles & Responsibilities

  • New business processing
  • Account service & maintenance
  • Client appreciation & referral events
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