Coeus Financial
Business details
- Category
- Financial Services · Financial planner, Financial consultant, Investment service
- Address
- 1901 S Bascom Ave Ste 1150, Campbell, CA 95008
- Phone
- (408) 429-8444
- Website
- coeusfinancial.com
- County
- Santa Clara County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Whether you're planning for retirement or looking for guidance on everyday money decisions, Coeus Financial offers personalized financial planning and investment services tailored to you. We are a financial planning and investment firm based in Campbell, serving individuals and families across Santa Clara County and the surrounding South Bay.
Our work begins with understanding your goals, your timeline and your comfort with risk, so that every recommendation fits your life rather than a generic template. We help clients build clear, practical plans for saving, investing and long-term financial security, and we explain each step so you always know where things stand.
Our approach is patient and transparent, and we take the time to answer your questions in plain language.
To learn more about how we can support your financial goals, visit our website or stop by our office in Campbell.
Our work begins with understanding your goals, your timeline and your comfort with risk, so that every recommendation fits your life rather than a generic template. We help clients build clear, practical plans for saving, investing and long-term financial security, and we explain each step so you always know where things stand.
Our approach is patient and transparent, and we take the time to answer your questions in plain language.
To learn more about how we can support your financial goals, visit our website or stop by our office in Campbell.