Coordinated Financial Planning Corp
Company Profile
Status:Inactive
Industry:Financial Consultant, Investment Advice
Doing business as:Coordinated Financial Planning
Site:coordinatedfinancialplanning.com
Phone:
Description:Call 513-769-3131 to set up a no-cost consultation, a free investment review! Coordinated Financial Planning in Cincinnati, OH serves residential and commercial customers primarily of the Greater Cincinnati area. We specialize in Investment Advice, Retirement Planning, Tax Minimization, Guardianship, Education Funding, Long Term Care, Casualty, Property and Variable Universal Life insurance. Coordinated Financial Planning is family owned and locally operated. We are happy to serve multilingual...
Members (3):Beth Benz / Manager Stephen H. Perrin / Owner, President, inactive Jagdish Karande / Executive, inactive
SIC:6282 - Investment Advice
Categories:Financial Counselors
Open Hours:Mon 08:00 AM-05:00 PM, Tue 08:00 AM-05:00 PM, Wed 08:00 AM-05:00 PM, Thu 08:00 AM-05:00 PM, Fri 08:00 AM-04:00 PM
Specialties:Investment Advice, Retirement Planning, Tax Minimization, Guardianship, Education Funding, Long Term Care, Asset Management
Ownership:Locally owned, Family Owned
In business since:1983
Areas served:State - OH
Customers served:Residential, Commercial
Products:Asset & Portfolio Management, Asset Allocation, Asset Management, Consultations, Estate Management, Estate Planning, Family Financial Planning, Fee-Based Services, Financial Advisors, Financial Analysis, Financial Management, Individual Retirement Accounts, Inheritance Planning, Insurance Planning, Investment Banking, ...
Languages:English, Spanish
Certifications:Certified Financial Planners (CFP®), Certified Public Accountants (CPA), MBA, FINRA, Financial Planning Association, Registered Investment Advisors
Additional:Fee-Based Financial Planning
Company size:2
Former Employees
| Position at Coordinated Financial Planning Corp | Next job position | |
|---|---|---|
| Benson Wright | IT ManagerJun 2008 - Jun 2011 |
OfficeCareManaging Engineer Since Sep 2011 |
| Brian Biederman | Financial ConsultantOct 1988 - Jun 1997 |
Capitas FinancialIndep rep Since 2010 |
| Craig Christensen | Technical Support ManagerApr 1988 - Jun 1999 |
|
| David Van Riper Chfc, Ric | OwnerSince Jan 1978 |
|
| Elisa Larson | Financial Planner1995 - 1996 |
Sole PractitionerSole Practitioner Since Oct 2011 |
| Lisa Renfro | Assistant AdministratorSep 1987 - Apr 1991 |
The Winking LizardServer Since Apr 2010 |
| Michael Hill | Financial Planner1987 - 1992 |
AT&T Advertising SolutionsMajor Account Executive Since Jan 1992 |
| Raymond Giguere | Managing PartnerNov 1999 - Jan 2002 |
Retirement Wisdom GroupManaging Partner Since 2012 |
| Rob Tedoldi Jr | AssociateJan 1990 - Jan 1993 |
Integrated Benefit Partners LLCFounder, President & Managing General Partner Since May 2009 |