Broker Check

Outstanding Service

At Coordinated Financial Services we believe that our clients are what make us a company. We put our relationships with them and their priorities first. We set a high bar for ourselves in our mission to deliver outstanding customer care. Our service pledge . . . make the mark. 

Relational Focus – We invest the time and energy necessary to create authentic and caring relationships with each and every one of our clients.

Personalized Service – We’re best described as a boutique practice with the resources of a large firm. This allows us to deliver the full services of billion dollar organizations without sacrificing the personalized service of an independently owned and operated company.

Knowledge and Experience – With more than 100 years of combined experience across our team, we bring an abundance of knowledge and insight. Our staff is well educated and carry a number of professional designations and credentials.

Coordination – Our willingness to coordinate with your existing network of professionals (attorneys and CPAs), forms a financial team with a focus on saving you time and money. If needed, we have a wide referral network of top-notch CPAs, attorneys and other professionals that are available to you.