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Wealth Management Company

Welcome to Coeus Financial

Our philosophy is to provide our clients with both personal and professional service. We offer Investment Advisory Service, Retirement Planning, College Funding Plans, Mutual Fund Services, Life Insurance, Mortgage Protection and Final Expense Insurance.

Our mission is to create and maintain wealth for our clients through long term effective asset management. We will build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We will assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and achievement of these goals.

Our success is based on our avid commitment to research. We have equipped our business with the most advanced technology available in the financial service industry and utilize our capabilities to the fullest. These investments in our business have allowed us to give our clients the intensely personalized asset analysis, allocation and investment service.

Thank you for visiting us in our virtual office, and don’t hesitate to contact us for a real life meeting.

Financial Planning

Whether you are in the midst of the retirement phase of your life and concerned about preserving your lifestyle or you are in the accumulation phase of your life and want to ensure you are on track to reach retirement, you must have a plan. This plan must begin with a conversation with someone who can listen and will put your best interest ahead of their own. 

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Insurance Planning

When insurance is truly needed, it can't be purchased at any cost. Insurance is an instrumental component in any portfolio and family budget. Whether your need is for protection of your home in the event of your death or disability or simply to alleviate the financial burden of funeral expenses, we will walk you through the various options and carriers available, so that you have the peace of mind of knowing you've done everything you can for your loved one's. 

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