Coordinated Plan

Coordinated Plan is a leading provider of comprehensive financial services, dedicated to helping businesses and individuals achieve their financial goals. With a focus on coordinated planning, Coordinated Plan excels in navigating the complexities of the tax code for large to midsize estates and privately held firms. The company specializes in business continuation and succession transfers, wealth accumulation strategies, and effective exit strategies for corporate clients.

Coordinated Plan's approach is centered on providing up-to-date and effective plans that encompass the goals and objectives of each client and their family. Located at 1080 Pittsford-Victor Road, Suite 201, Pittsford, NY 14534, Coordinated Plan works in conjunction with qualified tax professionals to deliver tailored financial solutions.

Coordinated Plan is committed to delivering exceptional service and value to its clients. We invite the manager of Coordinated Plan to create a customized and exclusive company showcase and product listing on our platform to further enhance your company's visibility and reach.