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Business Profile

Investment Advisory Services

Coats Financial Planning, Inc.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(502) 426-0300Write a Review

About

Overview

Coats Financial Planning, Inc.

139 S English Station Rd # 230

Louisville, KY 40245-3997

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Operating Hours
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
Closed
Closed

BBB Accreditation & Rating

Coats Financial Planning, Inc. is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Coats Financial Planning provides financial planning and investment advice on a fee-only basis. The company assists clients with independent, objective reviews of financial situations and establishes long-term relationships to help meet financial goals. Services are conducted on an ongoing retainer basis with a focus on fiduciary standards. The firm serves individuals, families, and trusts across multiple states.

BBB Accredited Since: 1/24/2003

Years in Business: 25

Products and Services

Financial Service, Financial Planning, Financial Planning Consultants, Investment Advice

Business Details

Local BBB:
BBB serving Greater Kentucky and South Central Indiana
BBB File Opened:
12/4/2002
Business Started:
9/1/2000
Business Started Locally:
9/1/2000
Business Incorporated:
1/11/2007
Type of Entity:
Corporation
Business Management:
Mr. Stuart W. Coats, Principal

Additional Contact Information

Principal Contacts
Mr. Stuart W. Coats, Principal
Customer Contacts
Mr. Stuart W. Coats, Principal
Fax numbers
Primary Fax: (502) 326-3010
Additional Email Addresses
Sales: Email this Business
Technical Support: Email this Business
Customer Service: Email this Business
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 122135 for this business, issued by FINRA FINANCIAL INDUSTRY REGULATORY AUTHORITY

FINRA FINANCIAL INDUSTRY REGULATORY AUTHORITY

1735 K STREET

Washington DC 20006

301-5906500Website

BBB records show a license number of 122135 for this business, issued by FINRA FINANCIAL INDUSTRY REGULATORY AUTHORITY

FINRA FINANCIAL INDUSTRY REGULATORY AUTHORITY

1735 K STREET

Washington DC 20006

301-5906500Website

BBB records show a license number of 122135 for this business, issued by FINRA FINANCIAL INDUSTRY REGULATORY AUTHORITY

FINRA FINANCIAL INDUSTRY REGULATORY AUTHORITY

1735 K STREET

Washington DC 20006

301-5906500Website

Additional Information

Business Categories
Investment Advisory Services, Financial Planning Consultants, Fee Only Financial Advisor

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