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Coordinated Financial Planning Corp

Cincinnati, OH

We have found information with phone and email addresses about the company Coordinated Financial Planning, based in 4555 Lake Forest Dr, Cincinnati, OH 45242, OH. The company works in the Financial Consultant industry. The company's main products are Asset & Portfolio Management, Asset Allocation, Asset Management, Consultations, and Estate Management. This business is connected with these specialties: Investment Advice, Retirement Planning, Tax Minimization, Guardianship, Education Funding, Long Term Care, Asset Management. Phone numbers, email addresses and other contact information for the company and Manager Beth Benz can be found on our website.

Company Details

Last Update
Jul 13, 2022
Doing business as
Coordinated Financial Planning
Location
4555 Lake Forest Dr, Cincinnati, OH 45242
Phone
(***) ***-3131
(***) ***-5041
Industry
Financial Consultant
Investment Advice
Category
Financial Counselors
Specialties
Investment Advice, Retirement Planning, Tax Minimization, Guardianship, Education Funding, Long Term Care, Asset Management
Number of Employee
2
Products
Asset & Portfolio Management
Asset Allocation
Asset Management
Consultations
SIC
6282 - Investment Advice
NAICS
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Areas served
State - OH

Decision Makers

Beth Benz
Manager

Employees

Stephen Perrin
Owner
Jagdish Karande
Executive
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