Coordinated Plan
Finance · New York, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
1080 Pittsford Victor Rd Ste 201, Pittsf...Phone Number
(585) 450-2840Website
www.coordinatedplan.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
1
1
1
1
About Coordinated Plan
Coordinated Plan is a financial services firm with nearly 30 years of experience, specializing in comprehensive wealth management for business owners, high-net-worth individuals, and their families. They offer a wide range of services including investment planning, estate planning, insurance strategies, and business continuity planning, all tailored to meet the unique goals of each client. The firm emphasizes a client-centered approach, ensuring personalized attention and exceptional service throughout the financial planning process. Their multigenerational team collaborates with clients and other professionals to create effective strategies for growing and safeguarding wealth across generations.Explore more
Coordinated Plan Org Chart
JZ
Registered Service Associate
RW
Financial Planner & Partner
RS
Financial Planner & Managing Partner
DM
Financial Planner
LM
Associate Advisor
AH
Financial Associate & Planner
Get the full picture
Sign in to uncover key details.
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Coordinated Plan your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Congratulate Masked Content for being promoted to Masked Content at Coordinated Plan
Click to see if Coordinated Plan had a recent Job posting/layoffs
Funding: Get notified immidiatlly once Coordinated Plan has new funding data
Check if Coordinated Plan has recently received funding, and reach out quickly before it becomes old news!
Website visits: Recent activity has been detected on your website
Product Launch: Get notified when Coordinated Plan launches new products
Coordinated Plan, which may be a good buyer, showed buying intent in Masked Content Topic
Earning: See what the market has to say on Coordinated Plan recently announced quarterly report
Check out if Coordinated Plan is spiking on competitors!
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Recommended Actions
Reach out to Masked Content who joined Coordinated Plan as Masked Content
Find 3 more new buyers
Compare Similar Companies to Coordinated Plan
Compare insights from companies similar to Coordinated Plan, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Coordinated Plan is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Coordinated Plan is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Coordinated Plan.
Coordinated Plan Tech Stack
A closer look at the technologies used by Coordinated Plan
See more technologies
Top Finance Companies
Top companies in Canada by revenue
Frequently Asked Questions Regarding Coordinated Plan
Sign Up For FreeTo access detailed company insights
Coordinated Plan is a financial services firm with nearly 30 years of experience, specializing in comprehensive wealth management for business owners, high-net-worth individuals, and their families. They offer a wide range of services including investment planning, estate planning, insurance strategies, and business continuity planning, all tailore... Read More
