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Coastal Financial Planning 12 Breakneck Hill Road Category: Financial Advisory Services
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Company representatives
Phone: 4017278151
Angela Thomson, President
Paula Strong, Director of Administration
Angela Thomson, Principal
About Coastal Financial Planning
Fee-only financial planning, Portfolio Management (portfolio minimums $100,000). Implementation of 401(k)'s ranging from $1 milliion to $100 million.
Products and Services
- Asset Management
- Retirement planning
- Company wide 401(k) implementation
Opening Hours
- SundayCLOSED
- Monday8:30 AM to 5:30 AM
- Tuesday8:30 AM to 5:30 AM
- Wednesday8:30 AM to 5:30 AM
- Thursday8:30 AM to 5:30 AM
- Friday8:30 AM to 5:30 AM
- SaturdayCLOSED
Business categories
- Financial Services
- Pension and Retirement Plan Consultants
Employees
2 to 4
Years In Business
27
Additional information
Our 401(k) programs offer clients selections from over 50 mutual fund companies and 3,100 funds, withour an annuity wrap. We are the most competitive plan in the under $100 milion market.
Rating
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