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Find a Location

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

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

    Country
    Please enter a valid location.
    • Coordinated Financial Planning Corp.

      4555 Lake Forest Dr Ste 560 Blue Ash, OH 45242-3788

      BBB Accredited Business
    • Coordinated Financial Planning Corp.

      4555 Lake Forest Drive, Suite 560 Cincinnati Blue Ash, OH 45242

    Business ProfileforCoordinated Financial Planning Corp.

    Financial Planning Consultants
    Multi Location Business
    BBB accredited business

    At-a-glance

    Customer Reviews

    This business has 0 reviews

    Customer Complaints

    This business has 0 complaints

    BBB Rating & Accreditation

    Accredited Since: 12/16/2009

    Years in Business: 41

    Customer Reviews are not used in the calculation of BBB Rating

    Overview of BBB Rating

    Overview

    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

    This is a multi-location business.

    Find a Location

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

    *This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

      Country
      Please enter a valid location.
      • Coordinated Financial Planning Corp.

        4555 Lake Forest Dr Ste 560 Blue Ash, OH 45242-3788

        BBB Accredited Business
      • Coordinated Financial Planning Corp.

        4555 Lake Forest Drive, Suite 560 Cincinnati Blue Ash, OH 45242

      Location of This Business
      4555 Lake Forest Dr Ste 560, Blue Ash, OH 45242-3788
      BBB File Opened:
      2/9/1990
      Years in Business:
      41
      Business Started:
      7/7/1983
      Business Incorporated:
      7/7/1983
      Accredited Since:
      12/16/2009
      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

      These agencies may include:

      SEC -US Securities and Exchange Commission

      100 F Street, NE

      Washington DC 20549

      (800) 732-0330

      https://www.sec.gov/

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

      These agencies may include:

      Securities & Exchange Comm.

      450 5th Street N.W.

      Washington, DC 20549 null null

      (202) 942-7040

      Type of Entity:
      Corporation
      Business Management
      • Mr. Steve H. Perrin Sr., President
      • Ms. Beth Benz, Office Manager
      • Mr. Steve Perrin Jr., Vice President
      Contact Information

      Principal

      • Mr. Steve H. Perrin Sr., President

      Customer Contact

      • Mr. Steve Perrin Jr., Vice President
      Additional Contact Information

      Fax Numbers

      • (513) 769-5041
        Primary Fax

      Phone Numbers

      Email Addresses

      Customer Complaints

      0 Customer Complaints

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      Customer Reviews

      0 Customer Reviews

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