Coats Financial Planning Inc

Closed
139 S English Station Rd Ste 230
Louisville, KY 40245

Coats Financial Planning Inc. is a pioneering financial planning and investment advisory firm based in Louisville, KY, renowned for its Fee-Only services for over two decades. With a team of five dedicated CFP professionals, the firm serves a diverse clientele across multiple states, fostering long-term relationships and prioritizing clients' interests through a fiduciary commitment.

Founded by Stuart Coats, the firm emphasizes the importance of objective financial advice accessible to individuals and families of all income levels. The team's extensive experience and commitment to ethical standards define their approach, ensuring clients receive comprehensive support in achieving their financial goals.

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