About Us

For more than 30 years, we’ve been assisting individual investors and successful business owners simplify their financial lives.

At Coordinated Financial Services we address our clients’ financial planning and investment management in a comprehensive, coordinated and disciplined manner. We share a deep appreciation for both the human and the economic aspects of wealth accumulation, distribution and transfer. Through a culture built on integrity and experience, we forge lasting relationships focused on our clients’ achievement of financial security.

Our advisors work in conjunction with other professionals – including tax, legal and insurance – to create a seamless advisory board that can address your evolving needs. This allows us to offer a complete range of wealth management services, including: investment planning and management, financial planning, tax planning, estate planning, annuities, life insurance, long-term care insurance and 401(k) and retirement income planning.