Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Share
Business Profile

Financial Planning Consultants

Coordinated Financial Planning Corp.
Visit Website(513) 769-3131
See Hours
Operating Hours
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed

About

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. 

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
Customer Service: Email this Business

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

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 null null

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.

More Resources

BBB Business Profiles may not be reproduced for sales or promotional purposes.

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.

As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.