Find the Certified Financial Planner™
Who's right for you.

J. Richard Coe, CFP®

Coe Financial Services, Inc.

8100 E 22nd St N
Bldg 1400-2
Wichita, KS 67226-2314
Phone: (316) 689-0900
Fax: (316) 689-0996

Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Investment Management
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.