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Business Profile

Financial Planning Consultants

Coordinated Financial Planning Corp.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(513) 769-3131Email BusinessWrite a Review

About

Overview

Coordinated Financial Planning Corp.

4555 Lake Forest Dr

Ste 560

Blue Ash, OH 45242-3788

View Service Area
See Hours
Operating Hours
8:30 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 4:00 PM
Closed
Closed

Find a Location

Coordinated Financial Planning Corp. has 2 locations, listed below.

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    BBB Accreditation & Rating

    Coordinated Financial Planning Corp. 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

    Coordinated Financial Planning Corp. in Blue Ash, OH is offers financial planning services including retirement, education funding, investment selection, estate planning, tax planning, survivor benefit options and needs, and charitable giving. 

    BBB Accredited Since: 12/16/2009

    Years in Business: 42

    Products and Services

    Account Management, Asset Management, Client Account Management, Financial Plan Design, Financial Planning, Financial Strategies, Insurance Services, Investment Advisory, Investment Research, Tax Services

    Business Details

    Local BBB:
    BBB Cincinnati
    BBB File Opened:
    2/9/1990
    Business Started:
    7/7/1983
    Business Incorporated:
    7/7/1983
    Type of Entity:
    Corporation
    Business Management:
    Mr. Steve H. Perrin Sr., President
    Ms. Beth Benz, Office Manager
    Mr. Steve Perrin Jr., Vice President

    Additional Contact Information

    Principal Contacts
    Mr. Steve H. Perrin Sr., President
    Customer Contacts
    Mr. Steve Perrin Jr., Vice President
    Fax numbers
    Primary Fax: (513) 769-5041
    Additional Phone Numbers
    Other Phone: (877) 769-3131
    Additional Email Addresses
    Primary: 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 713182 for this business, issued by SEC -US Securities and Exchange Commission

    SEC -US Securities and Exchange Commission

    100 F Street, NE

    Washington DC 20549

    800-7320330Website

    BBB records show a license number of 105143 for this business, issued by Securities & Exchange Comm.

    Securities & Exchange Comm.

    450 5th Street N.W.

    Washington, DC 20549

    202-9427040

    Additional Information

    Other Resources
    BBB has partnered with the FINRA Investor Education Foundation to give you tools and information to help you better protect and manage your money. Visit https://www.bbb.org/council/smart-investing for more information.

    Business Categories
    Financial Planning Consultants

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