Coordinated Plan
Finance · New York, United States · 1-10 Employees
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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
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ZI Rank
2
1
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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
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Coordinated Plan is experiencing very low activity levels compared to other companies in the Finance sector.
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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
