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Coordinated Plan

1080 Pittsford Victor Rd. Suite 201
Pittsford, NY 14534

P: 585-450-2840
F: 585-450-2840





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    1080 Pittsford Victor Rd. Suite 201
    Pittsford, NY 14534

    585-450-2840
    585-450-2840
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    See current Customer Relationship Summary (CRS) here: Form CRS Link

    Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 Coordinated Plan, Inc. is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. ©Copyright Coordinated Plan, Inc. // All Rights Reserved. // Check out our Advisors on FINRA Broker Check