Experience the Coeus Advantage
We Make Progress Through Process
At Coeus Financial, we stand for Progress Through Process. Our process places a heavy emphasis on questioning. This means we ask the right questions, sift through the data, and conduct research so that our clients have the best information when it comes to their finances. We want clients to fully understand their situation, know their options and be prepared to make the best decisions for their situation. We are a fiduciary firm which means we are bound legally and ethically to always work in the best interest of the client.
GUIDING YOU EVERY STEP OF THE WAY
Our dedicated team has decades of experience working with clients. After that much time, we have a good idea of how to usher our clients through our process to successfully reach their end goals. It all starts with thoroughly getting to know each client. We want to know your life story, the state of your finances, what you feel is working, and what still concerns you. After we get to know you, we can make data-driven recommendations designed specifically for you and your future.
Communicating
We get to know you and your goals.
Objectives
We solidify your financial and retirement objectives.
Evaluating
We evaluate current and new strategies.
Utilizing
We utilize all the resources to achieve your goals.
Strategies
We put strategies in place and monitor over time.
Are You Ready to Take the Next Step in Your Retirement Future?
Schedule a 30-minute complimentary consultation to discuss how we can help you take the steps to developing an outline for your retirement income.
Ready to become a titan in your retirement future?
Interested in learning more about how we can help navigate the journey toward your retirement dreams? Contact us to schedule a complimentary, no-obligation consultation.
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Address:
1901 S. Bascom Ave.
Suite 1150
Campbell, CA 95008
Phone:
Investment advisory services are offered through Entrust Investment Services a registered investment adviser offering advisory services in the State of California and other jurisdictions where registered or exempted. Coeus Financial and Entrust Investment Services are unaffiliated. 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.
Licensed Insurance Professional. CA #0I46555
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency. 22903 - 2023/4/21
