Coastal Financial

Financial Services • Smith Mills, Massachusetts, United States • 21-50 Employees

Company overview

Headquarters	62 State Rd, North Dartmouth, Massachusetts 02747, US
Phone number	+16174394389
Website	coastalfinancial.com
NAICS	52
Keywords	Financial Planning And Wealth Mangement
Founded	1999
Employees	21-50
Socials

Key Contacts at Coastal Financial

Michael Ar Silva

Financial Planner & Director Of Operations

Jeanne Paradise

Director Of Client Services

Coastal Financial Email Formats

Coastal Financial uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@coastalfinancial.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@coastalfinancial.com	100%

About Coastal Financial

Coastal Financial was founded in 1999 and provides wealth management services for hardworking families and small businesses throughout the South Coast. Our dedicated team strives to provide our clients with an exceptional experience while enabling them to achieve their financial goals.

Coastal Financial revenue & valuation

Annual revenue	$2,652,205
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$8,500,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Director

Manager

Employees by Department

Coastal Financial has 9 employees across 4 departments.

Departments

Number of employees

Funding Data

Coastal Financial has never raised funding before.

Coastal Financial Tech Stack

Discover the technologies and tools that power Coastal Financial's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

reCAPTCHA

Security

lit-element

JavaScript libraries

Google Maps

Maps

lit-html

JavaScript libraries

Stimulus

JavaScript frameworks

HSTS

Security

Calendly

Appointment scheduling

Adobe Fonts

Font scripts

Emotion

Development

Squarespace Commerce

Ecommerce

GoDaddy

Hosting

Frequently asked questions

Coastal Financial is located in Smith Mills, Massachusetts, US.

You can reach Coastal Financial at +16174394389.

Coastal Financial was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.

Coastal Financial has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Coastal Financial

Michael Ar Silva

Financial Planner & Director Of Operations

Jeanne Paradise

Director Of Client Services

4.8

40,000 users