Turning Points 2
Finance · 1-10 Employees
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Overview
Website
www.randyschuster.comRevenue
<$5 MillionIndustry
About Turning Points 2
Coordinated Plan is a financial services firm that specializes in multigenerational wealth planning, investment management, insurance, estate, and business planning. With nearly 30 years of experience, they provide tailored financial strategies to business owners, high-net-worth individuals, and their families. Their dedicated team works closely with clients to create personalized plans that safeguard and grow wealth across generations. The company prides itself on delivering exceptional service and support, ensuring clients achieve their financial aspirations.Explore more
SIC Code 62,628NAICS Code 52,523Show more
Turning Points 2 Org Chart
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Turning Points 2 Tech Stack
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Coordinated Plan is a financial services firm that specializes in multigenerational wealth planning, investment management, insurance, estate, and business planning. With nearly 30 years of experience, they provide tailored financial strategies to business owners, high-net-worth individuals, and their families. Their dedicated team works closely wi... Read More
