Coeus Financial
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Investments

  • Bonds.
  • Educational IRA.
  • Traditional IRA.
  • Roth IRA.
  • SEP IRA.
  • Simple IRA.
  • Brokerage Account.
  • Government Securities.
  • Variable Annuities.
  • Mutual Funds.
  • Investment Advisory Services.
  • Wealth Management.

Financial Planning

  • Tax Mitigation.
  • Social Security Planning.
  • Income Planning.
  • Retirement Planning.
  • 401 (k) Planning.
  • 403 (b) Planning.
  • College Funding Plans.
  • Estate Plans.
  • Wealth Transfer.
  • Tax Free Income Strategies.

Insurance

  • Disability Income.
  • Term Life Insurance.
  • Universal Life Insurance.
  • Variable Life Insurance.
  • Whole Life Insurance.
  • Key Man Insurance.
  • Mortgage Insurance.
  • Final Expense Coverage.
  • Long Term Care.
  • Fixed & Indexed Annuities.

Contact us today at 402.429.8444
​or click the button below!

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Coeus Financial

The Prune Yard
1901 S. Bascom Ave., Suite 1150
Campbell, CA 95008

P: 408.429.8444
Email: [email protected]
CA #0I46555
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Investment advisory services are offered through Emerald Blue Advisors, Inc., a registered investment adviser offering advisory services in the State of California and jurisdictions where registered or exempted. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless otherwise permitted. 
​ 
This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation.

​Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.   It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.  17716 - 2018/6/4
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Coeus Financial, Investment Management, San Jose, CA
  • Home
  • About
    • Meet the Team
  • Services
  • Resources
    • News
  • Contact
  • Events
  • Client Portal