home  -   about us  -   get started  -   contact and directions

 

FEE-BASED INVESTMENT MANAGEMENT

 

 

 

Steve's corporate office is located in the
North Central Cincinnati suburb of Blue Ash. His organization serves clients primarily from the Greater Cincinnati Tri-state area of Southwestern Ohio, Northern Kentucky and Southeastern Indiana.

Please e-mail sperrin@securitiesmail.com
Fax: 513-769-5041
or Call 513-769-3131
8:30-5:00 Monday-Thursday
and 8:30 to 4:00 Fridays

We offer complimentary, no-cost consultations.
Min investment 150K
We look forward to hearing from you!

 

 

[sperrin@securitiesmail.com]

 

Centrally Located in Blue Ash
Directions: (North of Kenwood, South of Mason):

From Downtown Cincinnati, take I-71 North to Pfeiffer Road, take a left off the exit ramp. Follow Pfeifer until you reach Reed Hartman Highway then take a right. At the first light, take a left onto Lake Forest Drive. 4555 is the first driveway on your left.

4555 Lake Forest Dr Ste 560, Cincinnati, OH 45242-3788

Click on the link or the map to request driving directions
(Source: Microsoft Bing Maps, ©2009)

© 2010 Coordinated Financial Planning Corporation  |  Legal Disclosure  |   Member FINRA/SIPC®  |  All rights reserved

 
 


Securities distributed by Lincoln Financial Distributors, Inc., a broker/dealer and marketing organization of Lincoln Financial Group. Insurance offered through Lincoln affiliates. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Affiliates are separately responsible for their own financial and contractual obligations. Insurance products are issued by The Lincoln National Life Insurance Company, Fort Wayne, IN, and, in New York, The Lincoln Life & Annuity Company of New York, Syracuse, NY.

Please review our complete disclosure and website terms of use.