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    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Video Library

Fee-Only | Fiduciary | Independent

Rick Coen | Aug 9, 2022
Benefits of a Tax-Efficient Distribution Strategy

Benefits of a Tax-Efficient Distribution Strategy

Rick Coen | Feb 16, 2022
Get Retirement Ready

Get Retirement Ready

Rick Coen | Apr 28, 2021
Navigating Market Uncertainty

Navigating Market Uncertainty

Rick Coen | Jan 13, 2021
Investing with a Financial Advisor

Investing with a Financial Advisor

Rick Coen | Jul 15, 2020
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Investments

Office

Vancouver, WA 98662

Contact Info

P | 360-605-0411
E | rick@coeninvestments.com

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Coen Investments, LLC is a registered investment adviser in the state of Washington. The Adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

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