Coe Financial Services, Inc. - Asset Management (Fee-Based)

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We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Asset Management (Fee-Based)

Asset management services include:

Professionally managed portfolios of exchange traded funds
Professionally managed portfolios of stocks and/or bonds
Professionally managed mutual fund portfolios
Professionally managed portfolios combining individual securities and mutual funds

Accounts are typically in custody at National Financial Services, a subsidiary of Fidelity. Monthly statements are provided by the custodian and clients have internet access to their accounts.

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^{Securities offered through Cambridge Investment Research, Inc., a Registered Broker/Dealer, Member FINRA/SIPC to residents of Arizona, California, Colorado, Connecticut, Georgia, Illinois, Kansas, Kentucky, Louisiana, Maryland, Missouri, Ohio, Oklahoma, Pennsylvania, South Carolina, Virginia, and Washington.
Financial Planning Services offered through Coe Financial Services, Inc., a Registered Investment Advisor. Asset Management Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge Investment Research, Inc. and Coe Financial Services, Inc. are not affiliated.}