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COATSFINANCIALPLANNING.COM

-Coats Financial Planning, Inc.

A pioneering firm that was the first in Louisville to offer fee-only, hourly financial planning and investment advice, Coats Financial Planning, Inc. today serves clients in Kentucky, Indiana and a dozen other states and offers a staff of dedicated and qualified financial advisors.

http://www.coatsfinancialplanning.com/

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CONTACTS AT COATSFINANCIALPLANNING.COM

Coats, Stuart

839 LAK●●●●●●●ST PKWY

LOU●●●LLE , KY, 40245-5179

UNITED STATES

1502●●●●0300
123●●●234
st●●●●@coatsfinancialplanning.com

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Coats, Stuart

839 LAK●●●●●●●ST PKWY

LOU●●●LLE , KY, 40245-5179

UNITED STATES

1502●●●●0300
123●●●234
st●●●●@coatsfinancialplanning.com

View this contact

null

Coats, Stuart

839 LAK●●●●●●●ST PKWY

LOU●●●LLE , KY, 40245-5179

UNITED STATES

1502●●●●0300
123●●●234
st●●●●@coatsfinancialplanning.com

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-Coats Financial Planning, Inc. | coatsfinancialplanning.com Reviews
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A pioneering firm that was the first in Louisville to offer fee-only, hourly financial planning and investment advice, Coats Financial Planning, Inc. today serves clients in Kentucky, Indiana and a dozen other states and offers a staff of dedicated and qualified financial advisors.
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-Coats Financial Planning, Inc. | coatsfinancialplanning.com Reviews

https://coatsfinancialplanning.com

A pioneering firm that was the first in Louisville to offer fee-only, hourly financial planning and investment advice, Coats Financial Planning, Inc. today serves clients in Kentucky, Indiana and a dozen other states and offers a staff of dedicated and qualified financial advisors.

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coatsfinancialplanning.com coatsfinancialplanning.com
1

Fred Hoch, Administrative Assistant-Coats Financial Planning, Inc.

http://coatsfinancialplanning.com/new/who-we-are/fred-hoch-administrative-assistant

Stuart W. Coats, Founder. Teri Christensen, Financial Planner. Zachary Clark, Financial Planner. Laura Boisseau, Client Services Associate. Fred Hoch, Administrative Assistant. Info On Becoming A Client. What Makes Us Unique. Fred Hoch, Administrative Assistant. Fred joined the firm in May of 2008. A graduate of the University of Tennessee, Fred retired from a long career at Hewlett-Packard. A native of Cleveland, Ohio, Fred resides in Louisville with his wife, Jennie. Click here for additional details.

2

Info On Becoming A Client-Coats Financial Planning, Inc.

http://coatsfinancialplanning.com/new/info-on-becoming-a-client

Stuart W. Coats, Founder. Teri Christensen, Financial Planner. Zachary Clark, Financial Planner. Laura Boisseau, Client Services Associate. Fred Hoch, Administrative Assistant. Info On Becoming A Client. What Makes Us Unique. Info On Becoming A Client. To All Potential Clients:. Due to exceedingly high demand, we regret that most new appointments must be scheduled 4 to 8 weeks into the future. We are confident you will find us worth the wait! Please consider that we are no longer taking new hourly clients.

3

Zachary Clark, Financial Planner-Coats Financial Planning, Inc.

http://coatsfinancialplanning.com/new/who-we-are/zachary-clark-financial-planner

Stuart W. Coats, Founder. Teri Christensen, Financial Planner. Zachary Clark, Financial Planner. Laura Boisseau, Client Services Associate. Fred Hoch, Administrative Assistant. Info On Becoming A Client. What Makes Us Unique. Zachary Clark, Financial Planner. While many clients come to us for our technical expertise over our subject matter, Zack believes that our value proposition delves much deeper than that. We are an A rated, Better Business Bureau accredited firm. Click here for additional details.

4

New Client Documents-Coats Financial Planning, Inc.

http://coatsfinancialplanning.com/new/info-on-becoming-a-client/new-client-documents

Stuart W. Coats, Founder. Teri Christensen, Financial Planner. Zachary Clark, Financial Planner. Laura Boisseau, Client Services Associate. Fred Hoch, Administrative Assistant. Info On Becoming A Client. What Makes Us Unique. When you come to the meeting, don’t forget to bring all your supporting statements and documents. You are also welcome to submit any of this in advance via our secure fax (502-326-3010). Here is a list of documents you should bring at a minimum:. Most recent Tax Return. We are an A ...

5

Locating Our Office-Coats Financial Planning, Inc.

http://coatsfinancialplanning.com/new/info-on-becoming-a-client/locating-our-office

Stuart W. Coats, Founder. Teri Christensen, Financial Planner. Zachary Clark, Financial Planner. Laura Boisseau, Client Services Associate. Fred Hoch, Administrative Assistant. Info On Becoming A Client. What Makes Us Unique. We are an A rated, Better Business Bureau accredited firm. Click here to read our official BBB business review. We are located in the Plainview area of eastern Jefferson County at 1303 Clear Springs Trace off of Linn Station Road. Click here for additional details.

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Coats Financial Planning, Inc. Review - INVESTMENT ADVISORY SERVICE in Louisville, KY - BBB Business Review - BBB serving Louisville, Southern Indiana, and Western Kentucky

http://www.bbb.org/louisville/business-reviews/investment-advisory-service/coats-financial-planning-in-louisville-ky-2031761

Better Business Bureau. Start with Trust. Louisville, Southern Indiana and Western Kentucky. BBB Accredited Business Directory. BBB Accredited Business Directory. Get to Know Us. Give Local Louisville 2016. Secure Your ID Day. Give Us Your Feedback. Write a Customer Review. BBB Secure Your ID Day. BBB Consumer Education Foundation. BBB Wise Buying Guide. 2016 Student Video Contest. Code of Business Practices. Local BBB Torch Awards. Respond to a Complaint. For best results, please add a location. Which i...

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-Coats Financial Planning, Inc.

Coats Financial Planning, Inc. Purely in the Client’s Interest. Stuart W. Coats, Founder. Teri Christensen, Financial Planner. Zachary Clark, Financial Planner. Travis Reader, Paraplanner. Fred Hoch, Administrative Assistant. Info On Becoming A Client. Is an article that appeared locally in the Courier-Journal in 2013 featuring our firm that delves into this issue. Our two service models can help everyone from the twenty-something just settling into a career to the senior citizen retiree couple trying to...

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