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Mark S. Coffey, JD, CFP®

Summit Financial Strategies, Inc.

7965 North High Street
Suite 350
Columbus, OH 43235
Phone: (614) 885-1115
Fax: (614) 885-1495

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Retirement
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

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