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