Welcome to Coates Way Financial
Living Benefits | Financial Wellness | Legacy Planning
At Coates Way Financial, we understand that financial planning can be a complex and overwhelming process. We provide tailored solutions and advice to meet your unique needs and goals. Our mission is to empower individuals and families to make informed decisions and achieve long-term financial success. Our team of experts can help you protect your loved ones with life insurance and retirement plans and build and manage your wealth. With our dedicated and experienced professionals, you can trust that we'll be with you every step of the way.
​
With a deep understanding of the financial landscape and a commitment to providing clear, unbiased advice, we closely work with our clients to create customized financial plans in alignment with their unique needs and aspirations. Our goal is to ensure peace of mind for our clients and help them reach their financial goals.
​​
Build Your Legacy Plan
Gain Financial Freedom
Legal Protection Client
“Without legal protection, I would have lost my business. I'm so thankful to Mercedes and her team for their help.”
​
Annuity Client
“Mercedes and her team great vision that helped me come up with the best plan for my retirement. I am so grateful for their expertise. Now I can look forward to retiring with financial peace.”
Child Legacy Client
“ The Child Legacy Plan is a great way to ensure my child's future. With the money I'm setting aside, I can be sure my child will have the funds needed to pay for college, a house or a car when the time comes. This plan is a great way to create a legacy for my child and give them the best possible start in life.”