Products & Services

At Coeus Financial we provide assistance in the following areas:

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

  • 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