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Coordinated Financial Planning

EST. AUM
$343,168,985

CONTACTS
3

CLIENT ACCOUNTS
1,179

Firm Details

Metro area Cincinnati
CRD Number 105143
Website coordinatedfinancialplanning.com
Client types

Overview

Coordinated Financial Planning was founded in 1980 as a proprietorship by Stephen H. Perrin. Coordinated Financial Planning was incorporated and registered with the SEC in 1983. The company has enjoyed over 37 years as an advisor to its family and business clients. Coordinated Financial Planning clients can be assured of its continued stability and their family's continued long-term relationship with the company. Steve Sr. has been the President of Coordinated Financial Planning since the beginning. Steve Jr. is the current Vice President of the company and has been with the business for almost 30 years. Its business continuation policy ensures the business will remain a privately held family business well into the future.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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