Coordinated Financial Group

We are coordinated to handle your finance.

General Information
Company Name
Coordinated Financial Group
Founded Year
1984
Location (Offices)
Austin, United States +1
Founders / Decision Makers
Number of Employees
10
Industries
Finance, Financial Services, Wealth Management
Funding Stage
-
Social Media

Coordinated Financial Group - Company Profile

Coordinated Financial Group is a company dedicated to providing quality products and services to help clients achieve their financial goals and secure their futures. With a focus on excellence, the company offers insurance and financial services under the business name Coordinated Financial Group, as well as securities and investments through Ameritas Investment Company, LLC (AIC), and investment advisory services via Ameritas Advisory Services (AAS). Founded in 1984, the company operates in the Finance, Financial Services, and Wealth Management sectors. The company's commitment to maintaining a professional work culture for its associates is at the core of its operations. However, it is important to note that the products and services offered are limited to residents of states where the representative is registered and may not be available in all jurisdictions. Potential clients are advised to request a prospectus and carefully review it before making any investments. Additionally, it's worth mentioning that representatives of AIC and AAS do not provide tax or legal advice and recommend consulting respective advisors. Overall, Coordinated Financial Group demonstrates a strong focus on client satisfaction and a commitment to offering a range of financial products and services.

Taxonomy: Investment, Wealth Planning, Retirement Planning, Securities, Business Analysis, Professional Work Culture, Client Services, Associate Development, Tax Advisory, Legal Advisory, Retirement Security, Financial Futures

Funding Rounds & Investors of Coordinated Financial Group (0)

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There is no investment information

Latest News of Coordinated Financial Group

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No recent news or press coverage available for Coordinated Financial Group.

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