Congratulations Stephen
On Being Named a
2009 FIVE STAR Best in Client Satisfaction Wealth Manager
Stephen H. Perrin
Coordinated Financial Planning, Corporation
4555 Lake Forest Dr.Ste. 560
Cincinnati, OH 45242
(513) 769-3131
sperrin@securitiesmail.com
Most clients want to work with an advisor they can trust, someone who represents their interests. Being fee-based, my income is based on the value of your accounts, not on commissions paid through product sales. Call today for a no-cost consultation!
Area of Focus: Fee-Based Asset Management/Guidance. Retirement, Tax and Estate Planning.
Advisor is licensed/registered to do business with U.S. residents in the states of: OH
Coordinated Financial Planning, Corporation and the FIVE STAR Program are not affiliated.
Individuals Pictured within the video are not Coordinated Financial Planning, Corporation clients. Actual client results and experiences will vary.
What does it mean to be named a FIVE STAR Wealth Manager?
FIVE STAR Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.