Coggins Financial sERVICES


Securities offered through LPL Financial. Member FINRA/SIPC


Securities offered through LPL Financial. Member FINRA/SIPC

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.


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 .

Taking Care of Your Business

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

Knowledge Base

Our Company at a Glance

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. 

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

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 to achieve, and a greater confidence in reaching their financial independence.

 

Some of What We do:


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

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