Accounting services, except auditing, Certified public accountant, Financial consultant
Coonrod Financial Group
HistoryWe're Coonrod Financial Group, a financial planner and tax planning service in Chatham, IL. Our mission is to help our clients make well-informed decisions that will lead to a more fulfilling and secure life in retirement, a solid plan for their children's education, guidance in starting a new business, tax planning, or whatever other goals that may present themselves in our discovery process and throughout life. We take great pride in being advocates for our clients as they move through life's many chapters. We have a passion for value-based financial planning and wealth management. We treat our clients like they are our extended family, and strive to provide a personalized level of service to each of them. We look forward to working with Chatham and the surrounding areas to build long-term relationships, as our clients navigate their financial futures. Certifications: AI CPA. Associations: Chamber of Commerce, Better Business Bureau (BBB), Illinois CPA Society.SpecialtiesFinancial Planning and Consultation Services, Financial Planning and Investments, Investments, Investment and Retirement Planning, Investing, IRAs, 401(k), Roth IRA, Mutual Funds, Stock, CD's, Life Insurance & Final Expense Plans, Life Insurance, Wealth Management, Long Term Care, Bonds, 403Bs, CPA Firm, CPA, Estate Planning and Wills, Estate Planning, Bookkeeping, Accounting, Small Business Accounting & Consulting, College Planning, College Savings Plans, New Business Start-Up. Services: 401(k), 403B, 529s, Accounting, Bonds, Bookkeeping, CDs, College Planning, CPA, Estate Planning, Financial Planning, Investments, IRAs, Life Insurance, Long-Term Care, Mutual Funds, Roth IRA, Small Business Accounting, Stocks, Tax Prep, Wealth Management. Locations Facts: In the Plaza on Main street.