Team profile


Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Family Finances
  • Investment Management
  • Wealth Preservation Strategies

Awards & recognition

  • Indelicato & Coffey, Ameriprise Client Experience Award, 2020
  • Melissa Indelicato, Ameriprise Circle of Success, 2013-2020
  • Melissa Indelicato, Working Mother Top Wealth Advisor Moms, 2020-2021
  • Melissa Indelicato, Forbes Top Women Wealth Advisors, 2020-2021
  • Stephen Coffey, Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Melissa Indelicato, Five Star Wealth Manager, 2012-2019, 2021

Community participation

Steve attending the Kyle Van Noy Valor Foundation charitable event on June 3rd, 2021.
Steve attending the Kyle Van Noy Valor Foundation charitable event on June 3rd, 2021.

Greater Boston Food Bank

Kyle Van Noy Valor Foundation