Derek Coffren

Senior Partner at The Emissary Group - Charlotte, North Carolina, United States

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Location
Charlotte Avenue,Nashville,Tennessee,United States
Company
The Emissary Group
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The Emissary Group

Charlotte, North Carolina, United States • 1 Employees
Financial Services

A Succession Plan for your Business.As heightened fiduciary requirements for retirement accounts and the amount of time needed for compliance and recordkeeping continue expanding, many seasoned advisors are considering retirement. For independent advisors, succession planning is quickly becoming the cornerstone to a strategic growth strategy designed to perpetuate their business and their income streams beyond their own lifetime. We help you create transition plans that are relatively seamless to your clients.

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Derek Coffren currently works for The Emissary Group.
Derek Coffren's role at The Emissary Group is Senior Partner.
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Derek Coffren works in the Financial Services industry.
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