We are an independent Fee-Only (no commissions) retirement planning and investment advisory firm with experience and specialty serving Mandarin and Cantonese speaking families transitioning into retirement.
Company Details
- Employees
- 1
- Founded
- -
- Address
- 7300 W 110th St, Commerce Plaza I
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://coplanning.co/
- Keywords
- Financial Planning, Mandarin, Cantonese, Chinese Languages, Investment Management, Retirement Planning, Social Security Maximization, Rental Property Analysis.
- HQ
- Overland Park, Kansas
Coplanning Financial Questions
Coplanning Financial's website is https://coplanning.co/
Coplanning Financial's LinkedIn profile is https://www.linkedin.com/company/coplanning-financial
Coplanning Financial has
1 employees.
View email and phone details for 1
employees at Coplanning Financial.
Coplanning Financial's industry is
Financial Services
Coplanning Financial's top competitors are
The Daily Reit Beat Newsletter,
Morgan Stanley,
Grandview Partners.
Coplanning Financial's categories are Financial Services
Coplanning Financial's founding year is 2021
