How does the advisor help clients – Key Takeaways:
COORDINATED FINANCIAL SERVICES, INC. is a financial advisory firm that specializes in helping clients achieve their financial goals through personalized and comprehensive services. Their team of experienced advisors offers expert guidance and a wide range of financial solutions to meet the unique needs of their clients.
Facts and Insights
With over 20 years of experience in the financial industry, COORDINATED FINANCIAL SERVICES, INC. has established itself as a reputable and trusted firm. They have a track record of success in helping clients navigate through various market conditions and achieve their financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 20 years |
Financial Services Offered
COORDINATED FINANCIAL SERVICES, INC. provides a wide range of financial services to help clients achieve their goals. These services include:
- Financial planning and analysis
- Investment management
- Estate planning
- Retirement planning
- Tax planning and preparation
- Insurance solutions
- Education planning
Client Types
COORDINATED FINANCIAL SERVICES, INC. works with a variety of clients including individuals, families, small business owners, and corporations. They tailor their services to meet the specific needs of each client and provide personalized solutions to help them achieve their financial goals.
Fees & Compensation
COORDINATED FINANCIAL SERVICES, INC. charges a fee for their services which is typically based on a percentage of the client’s assets under management. They believe in transparent and fair pricing and strive to provide value to their clients through their comprehensive financial services.
Background
Founded in 2000, COORDINATED FINANCIAL SERVICES, INC. has a team of experienced and knowledgeable advisors who are committed to helping their clients navigate the complex world of finance. They prioritize building long-term relationships with their clients and providing exceptional service to help them achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, COORDINATED FINANCIAL SERVICES, INC. is required to disclose any potential conflicts of interest or disciplinary actions. They have a clean record with no disclosures and operate with the highest ethical standards to ensure the best interest of their clients.