Kalamazoo Michigan Financial Advisor

Phone : (269) 327-5250

E-mail : rcoffinger@usa-fs.com

Welcome to Richard E. Coffinger
Investments & Insurance!

Welcome to our website. Our firm is here to assist you in planning for your retirement wellness, recommending the most appropriate solutions available, and striving to provide a money plan that you cannot outlive. Working with people that are nearing retirement or have already retired, our goal is to improve your quality of life by implementing a plan that meets your needs.

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Services

We offer a number of professional services and solutions for our clients. Some of our services include:

  • Retirement Planning
    We offer a review of your retirement plan and identify areas where our firm can help toward achieving your income goals.
  • Insurance Services
    We offer many years of knowledge and experience in the industry to best help you in establishing a plan that fits your needs and goals.
  • Estate Planning
    We will work with you and your professionals to determine that your estate planning needs are properly addressed.
  • Investments & Educational Funding
    We have many resources to help you find the appropriate investments and proper risks.

Richard Coffinger, 7127 S. Westnedge Ave. Suite 5D, Portage, MI 49002 - Phone: 269-327-5250 Fax: 269-344-9672

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Richard Coffinger is an Investment Advisor Representative of, and securities offered through, USA Financial Securities Corporation, Member FINRA/SIPC. (www.finra.org). 
A Registered Investment Advisor. 6020 E. Fulton St., Ada, MI 49301. Diversified Investment Benefits, Inc. is not affiliated with USA Financial Securities.Richard Coffinger is authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: FL, IL, IN, MI, and OH. For investment advisory services these states include: IL and MI. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.