Coffin Wealth Management

Finance · Nebraska, United States · 1-10 Employees

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Overview

Headquarters

205 S Lincoln Ave Ste 103, York, Nebrask...

Phone Number

(402) 362-2775

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Coffin Wealth Management

Coffin Wealth Management specializes in providing financial services tailored for retirees, focusing on investment strategies that address concerns such as income longevity, inflation, taxation, and healthcare costs. With over ninety percent of their clients being retirees, the firm leverages its experience to navigate the unique challenges faced by this demographic. Their offerings include various financial products such as annuities, life insurance, and long-term care insurance. The company is committed to helping clients make informed decisions to secure their financial future.Explore more
Coffin Wealth Management's Social MediaPopular SearchesCoffin Wealth ManagementCoffin Financial ServicesCoffin LLCSIC Code 62,628NAICS Code 52,523Show more

Coffin Wealth Management Org Chart

PhoneEmail
RC
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Coffin Wealth Management

<$5M
1-10
Private
-
-
RC
Robert CoffinFinancial Professional
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2003
LS
Luis SegarraGeneral Agent
<$5M
1-10
Private
-
-
TU
Terisa UnderwoodOffice Manager and Client Services Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2019
MR
Michael RodriguezOwner and Chief Compliance Officer
<$5M
1-10
Private
-
2015
JT
J. TauzinPresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Coffin Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Coffin Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Coffin Wealth Management.

Coffin Wealth Management Tech Stack

A closer look at the technologies used by Coffin Wealth Management

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Frequently Asked Questions Regarding Coffin Wealth Management

What is Coffin Wealth Management's official website?
Coffin Wealth Management's official website is www.coffinwealth.com
What is Coffin Wealth Management's Revenue?
Coffin Wealth Management's revenue is <$5 Million
What is Coffin Wealth Management's SIC code?
Coffin Wealth Management's SIC: 62,628
What is Coffin Wealth Management's NAICS code?
Coffin Wealth Management's NAICS: 52,523
How many employees does Coffin Wealth Management have?
Coffin Wealth Management has 1-10 employees
What industry does Coffin Wealth Management belong to?
Coffin Wealth Management is in the industry of: Finance, Securities Trading
What is Coffin Wealth Management competition?
Coffin Wealth Management top competitors include: broukcapitalmanagement.com, Tauzin Financial Group, Equanimity Wealth Planning and Investing, Broadridge Investor Communication Solutions
What technology does Coffin Wealth Management use?
Some of the popular technologies that Coffin Wealth Management uses are: reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN, JQuery 1.11.1
How do I contact Coffin Wealth Management?
Coffin Wealth Management contact info: Phone number: (402) 362-2775 Website: www.coffinwealth.com
What does Coffin Wealth Management do?

Coffin Wealth Management specializes in providing financial services tailored for retirees, focusing on investment strategies that address concerns such as income longevity, inflation, taxation, and healthcare costs. With over ninety percent of their clients being retirees, the firm leverages its experience to navigate the unique challenges faced b... y this demographic. Their offerings include various financial products such as annuities, life insurance, and long-term care insurance. The company is committed to helping clients make informed decisions to secure their financial future.Read More

What are Coffin Wealth Management social media links?
Coffin Wealth Management Facebook page
Is Coffin Wealth Management a public company?
Coffin Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Coffin Wealth Management

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