Financial Planners near Chatham

“With the help of Patrick Meyer & the CPA's at Coonrod Financial Group, our 501(c)(3) was able to launch quickly & effectively without any hassle regarding our non-profit status. Patrick & his team were there to guide us through every step of the process, from establishing our entity correctly, to filing our annual reports & remaining compliant with the tax laws associated with our non profit status. The team was polite, professional, and timely when dealing with our requests. We highly recommend Coonrod Financial Group as a resource for other non-profit organizations!“

“It is not often you do business with someone and as you begin to know them you come to trust them and they feel like a member of your family. A little over 2 years ago I started thinking about retirement. I was looking for someone to manage my life's savings and help prepare me for retirement. Someone told me about Meredith Ferguson. My wife and I went to visit Meredith and it didn't take long for us to know we were in the right place. If you are looking for someone to help guide you through this crazy financial world and help guide you through retirement Meredith is your person. Consultations are free. You won't find a more trustworthy and honest person to do business with.“