Coonrod Financial Group
Our goal at Coonrod Financial Group is to guide you in defining your goals. We have a passion for value based financial planning and wealth management. We treat our clients like they are our extended family. Because every situation is unique, we strive to provide a personalized level of service to each of our clients. 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 may present themselves in our discovery process and throughout life. A wise person once said, "In life, you have to realize what your strengths are and where your time is best spent. For those areas where your time or...
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Sentiment Analysis
When I needed guidance about retirement planning, Anna Sohm was extremely helpful in guiding me through the process.
With the help of this fantastic team I am able to not only understand but watch my stocks as they increase on my monthly reports!!
I was looking for an accountant who specialized in estate taxes.
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