• 401 K Roll Over Services
  • Retirement Funds
  • College fund savings
  • Inheritance Investing
  • Business Consulting

Choosing Your Investment

We know it's often hard to figure out how to determine what type of investing you should do and what type of risk come along with it. With Coggins Financial Services we do the work for you .

Knowledge Base

Our Company at a Glance

Some of What We do:


Don Coggins

is President/Owner of Coggins Financial Services. Don is a Registered Representative with LPL Financial, Member FINRA and SIPC.


We take a personal approach with each client, seeking to provide proper diversification and investment advice. Don has been in the Financial Industry for 16 years, we specialize in helping clients who are 10-15 years from retirement get back on track and assisting retirees' planning for their future needs and care. 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states; NC, SC FL,VA,IN,PA



Securities offered through LPL Financial. Member FINRA/SIPC

Our Mission statement


Our role is to provide education and direction to our clients, helping them to make informed decisions about their retirement, providing them with the knowledge , and  confidence to  work toward  their financial independence.

 

Call now to find out how: 1-704-633-1430

Taking Care of Your Business

Coggins Financial Services meets with you and helps to plan your companies investments and retirement plans.

Registered in the  following states:: NC, SC,FL,VA, IN,PA

Coggins Financial © All Rights Reserved.

Michelle Fisher

is the Office Manager of Coggins Financial Services, Inc. Michelle started in Rowan County  in 1999, working in nursing homes caring for residents, later moving to banking with a local community bank. For the past few years Michelle worked in a chiropractic office, where she excelled in customer service working with her patients.

Coggins Financial Services, Inc. is excited to get an individual with her background and her concern for helping others. Michelle is looking forward to assisting our investors with their account needs and services.

Coggins Financial sERVICES


Securities offered through LPL Financial. Member FINRA/SIPC

"For more information about LPL Financial, visit www.lpl.com"