Coeus Financial
You talk. We listen. We start by determining our clients’ goals. That’s time consuming, but it’s worth it. After we listen, we create a plan designed to help them achieve those goals. Money management is challenging even for successful people. Effective money management involves two important components: managing your investments and preserving your wealth. We could help you do both at Coeus Financial.
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Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
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Robert Trejo
Senior Managing Partner · General Business & Management
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Yecica Mendoza
Executive Assistant · General Business & Management
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2 distinct titles indexed · top 2 shown.
- 1executive assistant
- 1senior managing partner
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