Jan 19, 2011
Consumers' Research Council of America has compiled a list of Top Financial Planners throughout the United States. Paul Coan of Wealth Planning & Management LLC, has been named for the fifth year in a row.
Aug 25, 2009
Wealth managers are rated by their customers and financial service professionals based on service, integrity, knowledge, communications, value for fees charged, meeting financial objectives, quality of recommendations and overall satisfaction.
Nov 24, 2008
Paul Coan, CFP®, ChFC, CEA®, of Wealth Planning & Management, LLC has been selected by Worth Magazine as one of its Top 250 Wealth Advisors in the US.