Coordinated Financial Group

Financial ServicesTexas, United States2-10 Employees

Coordinated Financial Group operates in the financial services sector, offering insurance and investment-related products through its Austin, Texas-based team. Its services are delivered under multiple business names, including Coordinated Financial Group for insurance and financial services, Ameritas Investment Company, LLC (AIC) for securities and investments, and Ameritas Advisory Services (AAS) for investment advisory services, with the note that AIC and AAS are not affiliated with Coordinated Financial Group. The company emphasizes providing quality products and service aimed at helping clients achieve their financial goals and secure their financial futures, and it stresses a professional work culture for its associates along with a focus on service quality. The organization appears to operate with a small team and serves clients across states where its representatives are registered, reflecting the regulatory constraints that apply to securities offerings and investment advice. Located in the Austin area, the firm positions itself within a broader financial services ecosystem that includes large, established firms in similar spaces, while maintaining its own defined combination of insurance, securities, and advisory services through affiliated brands.

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