Coastal Financial Planning Inc

Call
12 Breakneck Hill Rd
Lincoln, RI 02865
+1 (401) 727-8151

Coastal Financial Planning Inc, based in Lincoln, RI, is dedicated to preparing clients for their financial futures by focusing on individualized retirement financial plans tailored to each client's asset accumulation time horizon and risk tolerance. The firm employs a fee-only financial approach, ensuring an objective and ethical process for evaluating and managing clients' assets without commissioned bias.

In addition to individual financial planning, Coastal Financial Planning Inc offers corporate financial services, including 401(k) plan analysis and implementation, compliant with ERISA regulations. Led by Angela Thomson, CFP, the firm is recognized for its commitment to providing a comprehensive range of financial solutions that align with clients' goals and objectives.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

Financial consultant

O M Financial Group

O M Financial Group is a financial services firm based in Smithfield, RI, specializing in providing a range of financial solutions to individuals and businesses. With a focus on personalized service and tailored financial strategies, O M Financial Group aims to help clients achieve their financial goals and secure their financial future. Generated from their business information
Ameriprise Financial Services
Financial consultant

Ameriprise Financial Services

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Lincoln, RI area, Raymond Arruda Jr will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Coastal Financial Planning
Financial consultant

Coastal Financial Planning

Coastal Financial Planning Inc., based in Lincoln, RI, is dedicated to preparing clients for their financial futures through tailored retirement financial plans that consider individual asset accumulation, time horizons, and risk tolerance. The firm offers a fee-only financial planning approach, ensuring an objective and ethical process in managing clients' assets without commissioned bias. In addition to individual financial planning, Coastal Financial Planning Inc. provides corporate financial services, including 401(k) plan analysis and implementation, ensuring compliance with ERISA regulations. The firm is recognized for its comprehensive investment management strategies and commitment to client goals, utilizing a diverse range of no-load financial products. Generated from the website
United States›Rhode Island›Lincoln›Coastal Financial Planning Inc