Coordinated Plan in Melville offers a comprehensive range of financial services, including business planning, estate planning, retirement planning, and group benefits. With expertise in areas such as pensions, taxes, and medical insurance, their team provides tailored solutions to meet individual and corporate needs.
Partnering with reputable institutions like MetLife, Principal Financial Group, and Lincoln Life, Coordinated Plan ensures clients receive top-notch financial consulting and guidance. Whether it's navigating Social Security benefits or setting up a 401K plan, they are dedicated to helping clients achieve their financial goals.
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