Our Firm

Dick Coffinger of Richard Coffinger Investments & Insurance has been in the financial services business since 1970 and his financial education programs pertaining to retirement planning and maximizing income have been widely attended by residents of southwest Michigan.

Dick’s securities licenses and qualifications include the Registered Representative as well as the Investment Advisor Licenses. In addition, Dick’s insurance licenses and qualifications include life, health, accident and variable contracts.

Dick has earned the prestigious Life Underwriting Training Counsel Fellow, LUTCF, designation. He’s also an active member of the Kalamazoo Association of Insurance & Financial Advisors Group, and was a Board Member for the Kalamazoo Life Underwriters Association.

Dick is most well known for his work with pre-and-post retirees, tackling and solving important financial issues, such as lifetime income planning, tax reduction & distribution planning, as well as estate preservation.

Dick is a registered representative and investment advisor representative with securities offered through USA Financial Securities, member FINRA, SIPC and a Registered Investment Advisor.

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