visualvisitorlogo
  • Our Platform downarrow
    Powerful Sales
    Intelligence     dashboard
    Platform Overview
    Buyer Intent Data
    B2B Prospect Data     Website Visitor ID Email Tracking
  • Why?downarrow
    Your Challenges Our Data See For Yourself
  • Pricing
  • Resourcesdownarrow
    Resellers
    Add Onsdrop
    Call Tracking     Keyword Level Tracking Reputation Management
    Integrations About Us
    Contactdrop
    Atlanta Jacksonville
    Blog Careers Support
    • Login Free Trial Schedule A Demo
    × Our Platform downarrow
    Why? downarrow
    Pricing Resources downarrow
    visualvisitorlogo ☰

    Coastal Financial Planning Group

    Get Full Access

    Description

    • Since 2003, the Coastal Financial Planning Group has been helping seniors and soon to be retirees secure their financial future through sound financial planning and tactical wealth managed strategies.As Wealth Allocation & Distribution specialist we help our clients address the 5 core areas of financial planning, including:- Low Risk, Low Volatility Investment Solutions designed to be defensive during times of volatility and opportunistic during times of growth. - Retirement Income Planning that anticipates how much youll need to not only retire, but enjoy your retirement today and in the future. Including factoring in Social Security, Pension income, IRA withdrawals and more...- Through Advanced Tax Planning we help our clients minimize their tax bill, and help them shelter their assets from unnecessary taxation. Dont let your IRA be an IOU to the IRS. - Contingency Planning; all our financial strategies include what we call life contingency plans. These strategies are designed to help insulate your retirement from the unexpected and the inevitable. - Estate & Legacy Planning; the last step in every financial plan is to ensure that your assets are safely transferred from you to your spouse and the people you love most. Discover a better way, discover the Coastal Financial Planning difference, call today: (843) 735-5065****Investment advisory services are offered through PCM Advisory, LLC dba Precision Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability.
    • location

      Headquarters:78 Ashley Point Drive Suite 201, Charleston, South Carolina, United States

      More
    • Coastal Financial Planning Group phone

      Phone Number: +1 843-735-5065

    • Coastal Financial Planning Group website

      Website: https://www.cfpgroup.biz

    • Coastal Financial Planning Group employees

      Employees:8

    • Coastal Financial Planning Group revenue

      Revenue:$1 - 10M

    • Coastal Financial Planning Group legal name

      Legal Name:Coastal Financial Planning Group

    • Coastal Financial Planning Group's Social Media

      Coastal Financial Planning Group linkedin Coastal Financial Planning Group facebook
    • done Is this data correct?

    • |  NAICS Code: 523920  |

      Show More
    Person level website identification

    CEO for Coastal Financial Planning Group

    Rick Durkee

    Founder And Chief Executive Officer

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Kate Flinton

    Client Services Manager

    Liz Marr

    Client Relations Manager

    Frequently Asked Questions regarding Coastal Financial Planning Group

    • Where are Coastal Financial Planning Group's Headquarters?

      Coastal Financial Planning Group's Headquarters are in 78 Ashley Point Drive Suite 201,Charleston,South Carolina,United States

    • What is Coastal Financial Planning Group's phone number?

      Coastal Financial Planning Group's phone number is +1 843-735-5065

    • What is Coastal Financial Planning Group's official website?

      Coastal Financial Planning Group's official website is https://www.cfpgroup.biz

    • What is Coastal Financial Planning Group's Revenue?

      Coastal Financial Planning Group's revenue is $1 - 10M

    • What is Coastal Financial Planning Group's NAICS code?

      Coastal Financial Planning Group's NAICS code is 523920

    • How many employees are working in Coastal Financial Planning Group

      Coastal Financial Planning Group has 8 employees

    • What is Coastal Financial Planning Group's Industry?

      Coastal Financial Planning Group is in the industry of Financial Services

    • Who is Coastal Financial Planning Group's CEO?

      Coastal Financial Planning Group's CEO is Rick Durkee

    Company Directory