Coordinated Wealth
3101 Freemansburg Avenue, Easton, PA 18045
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Location & Phone number
3101 Freemansburg Ave 1st Floor, Easton, PA 18045, United States
About the Business
Coordinated Wealth is a cutting-edge financial institution located at 3101 Freemansburg Avenue in Easton, Pennsylvania, United States. Specializing in comprehensive financial planning, our expert team works tirelessly to ensure that every dollar is optimized to improve your current situation and secure your future.
At Coordinated Wealth, we believe in providing top-tier financial services to everyone, regardless of income or asset size. Our strategic approach is tailored to each individual, seamlessly integrating all aspects of your financial life to create a harmonious and personalized plan.
Unlike traditional financial advisors, our team at Coordinated Wealth works together in perfect synchrony to maximize your cash flow, enhance asset growth, protect your wealth, and tailor your retirement and estate planning. We eliminate inefficiencies and contradictions, ensuring that your financial plan is robust, dynamic, and efficient.
Through strategic alliances with experts from various financial sectors, we merge industry insight with our team's expertise to create a streamlined and effective plan for each client. We also welcome collaboration with your existing professionals to ensure that your financial plan aligns perfectly with your goals and aspirations.
At Coordinated Wealth, we strive to create "love-hate" relationships with our clients - you'll love us for the financial successes we unlock for you, and you'll only hate that you didn't discover us sooner. Are you ready to embark on your financial renaissance? Contact Coordinated Wealth today to start your journey towards financial success.
Reviews
"I didn't think I would ever be able to retire and do the things my wife and I had plans for. Louis and everyone there made us feel at ease and took what I feel was a genuine personnel intrest in getting me where we needed to be for retirement. We are now enjoying my retirement and doing the things we always wanted thanks to Louis and everybody at Coordinated Wealth."
"Louis and his team at Coordinated Wealth helped my wife and I strategically plan our retirement and invest our finances to meet our future goals. Louis and his team are very professional and dedicated to their clients needs above their own. Louis has made himself available to answer any questions I might have. My wife and I are new clients of Coordinated Wealth for six months and I highly recommend them for any future or present financial Planning you may require. Patrick Cardone"
"I am somewhat new to investing and there are decisions that absolutely needs the guidance of an expert. Thats where Louie Tita of Coordinated Wealth comes in. I trust no one else for this type of help. He has always connected me with the right people, at the right time for the right price. And you can trust him as well."
"My husband is approaching retirement and, as most people do, felt the need to make sure all of our financial ducks were in a row. We had not had good experiences in the past with financial advisors and needed to talk to someone that we felt we could trust. Enter Louie Tita. From the beginning, Lou went above and beyond to explain things and help us feel comfortable. He has been an incredible resource and has tremendously put our minds at ease about our financial situation and retirement. He is not just an advisor, he truly cares about the people that he works with and that caring is matched by his level of experience and expertise. We would highly recommend Lou to anyone looking for advise in the areas of finance and insurance!!!"
"Louis helped my wife and I through the years with his professionalism and knowledgeability in the areas of financial planning and wealth management. We have been thankful for his dedication to the service he provides."
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