Coastal Family Wealth Advisory Revenue

Financial Services • Cape Coral, Florida, United States • 1-10 Employees

Coastal Family Wealth Advisory revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at Coastal Family Wealth Advisory

Michael Laliberte

Founder and CEO

Company overview

Headquarters	401 SW 38th Pl, Cape Coral, Florida 33991, US
Phone number	+17742197798
Websites	coastalfamilywealthadvisory.com cfwadvisory.com
NAICS	52
Keywords	Tax Preparation, Investment Management, Financial Concierge, Financial And Estate Planning, Business Growth Advising And Exit Planning, Planning And Advising
Founded	2016
Employees	1-10
Socials

About Coastal Family Wealth Advisory

Our mission: Provide a seamless program coordinating of all your financial needs within one firm through one relationship manager. Most of the financial services world is not integrated with the various needs of a business owner. One firm drafts your financial plan and invests your retirement money, your tax preparation, filing and advice is delivered at another firm, and the consultant that you work with for your business is, yet, at another firm entirely. And now you are juggling between three totally different firms all needing information from you, or you from them. We provide you and your family with a total financial concierge experience. Imagine having a Relationship Manager that knows you and your family. A single source that is fully licensed and professional. A person who takes the time to know what your goals and needs are, and understands how time is truly the most valuable asset that you have! This single stop Relationship Manager, acting as your Financial Concierge, works behind the scenes within these three firms to integrate, with your permission, just the necessary data needed between each firm, completing and filing all the required reports on a timely basis. You have only one person with whom to communicate. Imagine no more bouncing between different companies and the back and forth emails. Think about the sense of peace you could have in knowing your financial life is truly handled. Wouldn’t this make your life so much simpler and far more enjoyable? Our clients think so, and you will too! Time is the ONE resource we could not create more of….until now! Coastal Family Wealth Advisory - Advice, Direction and Peace of Mind. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Coastal Family Wealth Advisory and Cambridge Investment Research are not affiliated.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Coastal Family Wealth Advisory has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Coastal Family Wealth Advisory has never raised funding before.

Frequently asked questions

Coastal Family Wealth Advisory is located in Cape Coral, Florida, US.

You can reach Coastal Family Wealth Advisory at +17742197798.

Coastal Family Wealth Advisory generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

Coastal Family Wealth Advisory has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Coastal Family Wealth Advisory was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.

Coastal Family Wealth Advisory has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Coastal Family Wealth Advisory

Michael Laliberte

Founder and CEO

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