Coordinated Plan is a trusted partner for financial success in Rochester, NY, with nearly 30 years of dedicated support and service to clients. Their team of experienced professionals offers comprehensive wealth management services, tailored solutions, and personalized attention to help individuals, families, and businesses achieve their financial aspirations.
Specializing in investment planning, insurance planning, estate planning, and business planning, Coordinated Plan believes in crafting coordinated financial plans that address the distinct goals of each client. With a focus on multi-generational continuity of assets and exceptional service, they work closely with clients to provide high-level support and guidance for achieving financial goals across generations.
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