At Coordinated Financial Services, we believe that honest and in-depth
opinions matter. We also take pride in what others have to say about our
services.
Coordinated Financial Services continues to maintain high ethical standards. Our goal is to remain steady in providing top-tier, unique financial services to the nonprofit world.
Coordinated Financial Services continues to maintain high ethical standards. Our goal is to remain steady in providing top-tier, unique financial services to the nonprofit world.
Paul Stabile, Director of Planned Giving for the Diocese of Pittsburgh
"Ive worked with Karl Ohrman with respect to an Executive Benefit Plan that was very
beneficial as well as an insurance program that benefits charitable institutions with no cost to be
insured. I highly recommend Karl for both his knowledge and dependability."
Dr. Thomas A. Emmet, President of Higher Education Executive Associates, Colorado
beneficial as well as an insurance program that benefits charitable institutions with no cost to be
insured. I highly recommend Karl for both his knowledge and dependability."
Dr. Thomas A. Emmet, President of Higher Education Executive Associates, Colorado
"Karl Ohrman is most professional in his dealings with college and university
presidents."
presidents."
Michael DeSalle, Vice President of Iinance, Columbia College Chicago
"Karl Ohrmans knowledge assisted Columbia College Chicago in a ten month review
and analysis process. Karl was verv helpful to all of the executive staff."
George J. Omiros, Executive Director of The Leukemia & Lymphoma Society
and analysis process. Karl was verv helpful to all of the executive staff."
George J. Omiros, Executive Director of The Leukemia & Lymphoma Society
"Karl Ohrman is the consummate professional in financial planning. His keen sense has
made breakthroughs in assisting others in their planning for the future."
Louis Piconi, Property Developer, Rotary International Director
made breakthroughs in assisting others in their planning for the future."
Louis Piconi, Property Developer, Rotary International Director
"In mv professional career of over thirtv vears, I have met no one with a higher degree of
professionalism. Karl is sincerelv sensitive to the needs of others."
professionalism. Karl is sincerelv sensitive to the needs of others."
Timothy Parks, Past President and Chief Executive Officer, Pittsburgh Regional Alliance
"Karl Ohrman has provided superb consulting in guiding me and the organizations
Board of Directors through the process of building our strategy. I have found Karl to be very
knowledgeable, terrifically client oriented and a professional of the highest order."
Dr. Robert Foltz, past president oI Goodwill Industries oI Pittsburgh
''Karl Ohrman has a long standing reputation as a competent and trusted financial
consultant as well as an active civic and community leader."
Ben Cooper, President, Karlsberg International Insurance Company
''Karl is a highly respected financial professional in the nonprofit marketplace. Hes
honest, diligent and knowledgeable.''
Joel Nagel, Chairman ECI
''I give Karl mv highest rankings. He is devoted to his nonprofit specialty and is verv
active in Rotary as well as other community activities.''
Andrew Dlinn, President, Senior Wealth Management
''Karl is dedicated to his profession and serves his clients with a passion and true caring.''
Board of Directors through the process of building our strategy. I have found Karl to be very
knowledgeable, terrifically client oriented and a professional of the highest order."
Dr. Robert Foltz, past president oI Goodwill Industries oI Pittsburgh
''Karl Ohrman has a long standing reputation as a competent and trusted financial
consultant as well as an active civic and community leader."
Ben Cooper, President, Karlsberg International Insurance Company
''Karl is a highly respected financial professional in the nonprofit marketplace. Hes
honest, diligent and knowledgeable.''
Joel Nagel, Chairman ECI
''I give Karl mv highest rankings. He is devoted to his nonprofit specialty and is verv
active in Rotary as well as other community activities.''
Andrew Dlinn, President, Senior Wealth Management
''Karl is dedicated to his profession and serves his clients with a passion and true caring.''