Coastal Financial Advisors, | Fee Only | Fiduciary
Financial Services • 
Farmingdale, New Jersey, United States • 1-10 Employees
Company overview
| Headquarters | 503 Casino Dr, Farmingdale, New Jersey 07727, US |
| Phone number | +12677687768 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Trust Management, Tax Services, College Planning, Retirement Planning, Estate Planning, Financial, 401K, Charitable Giving, Nonprofit Services, Insurance Review, Business Finances, Financial Investement |
| Employees | 1-10 |
| Socials |
Key Contact at Coastal Financial Advisors, | Fee Only | Fiduciary
Dennis K Brien
Founder and President
About Coastal Financial Advisors, | Fee Only | Fiduciary
Coastal Financial Advisors is a Registered Investment Advisor that provides fee only, unbiased and fiduciary comprehensive financial planning and investment management services. Member of NAPFA, the Fee Only Financial Advisor organization. Wealth and health synchronously work together. Coastal Financial Advisors embraces individuals and families looking for financial solutions to achieve their goals. We work with businesses with corporate retirement plans and employee financial education. We believe that your financial future is a nurturing process and continuous life event that focuses on achieving your personal goals by building and sustaining net worth while minimizing risk and taxes. We accept the financial stress that you live with and provide a roadmap to ensure your financial health becomes a reality.
Coastal Financial Advisors, | Fee Only | Fiduciary revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Coastal Financial Advisors, | Fee Only | Fiduciary has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Coastal Financial Advisors, | Fee Only | Fiduciary has never raised funding before.
Coastal Financial Advisors, | Fee Only | Fiduciary Tech Stack
Discover the technologies and tools that power Coastal Financial Advisors, | Fee Only | Fiduciary's digital infrastructure, from frameworks to analytics platforms.
CDN
Marketing automation
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Programming languages
Miscellaneous
Security
Caching
Blogs
Analytics
SEO
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