Coordinated Financial Planning
Finance · Ohio, United States · 1-10 Employees
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Overview
Headquarters
4555 Lake Forest Dr Ste 560, Blue Ash, O...Phone Number
(513) 769-3131Website
coordinated.financialRevenue
<$5 MillionIndustry
About Coordinated Financial Planning
Coordinated Financial Planning is a fee-only registered investment adviser based in Cincinnati, Ohio, specializing in comprehensive financial planning services. They focus on aligning their interests with those of their clients by charging a percentage of account value, ensuring their success is tied to the growth and protection of client assets. The firm offers no-cost, no-hassle consultations for prospective clients with $200,000 or more to invest, emphasizing a personal and professional approach. Their services include developing, implementing, and monitoring financial plans to provide clients with peace of mind regarding their financial future.Explore more
Coordinated Financial Planning Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
<$5M
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JE
Jeffrey EngelmanCertified Financial Certified Planner & Investment Management Analyst & Managing Partner
Coordinated Financial Planning Tech Stack
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Coordinated Financial Planning is a fee-only registered investment adviser based in Cincinnati, Ohio, specializing in comprehensive financial planning services. They focus on aligning their interests with those of their clients by charging a percentage of account value, ensuring their success is tied to the growth and protection of client assets. T... Read More
