At Coordinated Financial Services we strive to simplify your financial life. We craft tailor-made strategies designed to help you live the life you've always imagined. Our professional and insightful guidance will ensure you're well informed and confident of your financial plans, no matter where you are in your life journey.
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
Services
For more than 30 years, we've been assisting individual investors and successful business owners simplify their financial lives. At Coordinated Financial Services we address our clients' financial planning and investment management in a comprehensive, coordinated and disciplined manner. We share a deep appreciation for both the human and the economic aspects of wealth accumulation, distribution and transfer.
With more than 50 years of combined experience in the industry across our team, we bring an abundance of knowledge, insight, and experience as it relates to personalized financial plans and investment management. Matt is the Managing Partner for Coordinated Financial Services. He has a passion for helping individuals and families solve complex financial issues in order to work towards the goals they've worked so hard to pursue.
Coordinated Financial Services is an independently owned financial services firm powered by LPL Financial. Our alignment with LPL Financial gives us access to the tools and resources of a larger firm without our clients giving up the personalized service of an independently owned and operated organization.
Listening to your life experiences, goals and desires, and what keeps you up at night - we want to hear your story. This insight allows us to develop a financial and investment plan that is as unique as you are. Delivery of comprehensive strategies that address all aspects of your financial life. Seasoned experience and depth of knowledge is what sets CFS apart.
We are very fortunate at CFS to have forged lifelong relationships with quality clients who value our experience and knowledge. Being in the advisory business for more than 30 years has afforded us the luxury of developing experience in a multitude of areas with a diverse group of clients. Entrepreneurs - coaching business owners through business sales and acquisitions, succession planning, retirement strategies and risk mitigation.
