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Coastal Financial Planning Group

Coastal Financial Planning Group Email Formats

Financial ServicesFlag of USCharleston, South Carolina, United States1-10 Employees

Coastal Financial Planning Group Email Formats

Coastal Financial Planning Group uses 2 email formats. The most common is {first initial} (e.g., j@cfpgroup.biz), used 60% of the time.

FormatExamplePercentage
{first initial}
j@cfpgroup.biz
60%
{first name}
john@cfpgroup.biz
40%

Key Contact at Coastal Financial Planning Group

Flag of US

Rick Durkee

Founder/Ceo

Company overview

Headquarters78 Ashley Point Drive, Suite 201, Charleston, SC 29407, US
Phone number+18437355065
Website
NAICS52
SIC628
Keywords
Risk Management, Wealth Management, Retirement Planning, Financial Planning, Investment Advisory Services, Estate Planning, Investment Solutions, Tax Minimization, Low Risk Investing, Wealth Management Strategies, Income Allocation, Retirement-Minded Financial Planning
Founded2003
Employees1-10
Socials

About Coastal Financial Planning Group

At the Coastal Financial Planning Group, we walk you through our six-step roadmap, so you can increase retirement income streams, maximize social security benefits and minimize income taxes. With a written retirement plan, you can live the retirement lifestyle of your dreams.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager
C-Suite
Entry

Employees by Department

Coastal Financial Planning Group has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Coastal Financial Planning Group has never raised funding before.

Coastal Financial Planning Group Tech Stack

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

Lodash

Lodash

JavaScript libraries

Sentry

Sentry

Issue trackers

Sirvoy

Sirvoy

Appointment scheduling

GoDaddy

GoDaddy

Hosting

Wix

Wix

Blogs

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

Calendly

Calendly

Appointment scheduling

React

React

JavaScript frameworks

Google Cloud

Google Cloud

IaaS

Google Cloud CDN

Google Cloud CDN

CDN

Frequently asked questions

Coastal Financial Planning Group is located in Charleston, South Carolina, US.
You can reach Coastal Financial Planning Group at +18437355065.
Coastal Financial Planning Group was founded in 2003, making it 23 years old. The company has established itself as a significant player in its industry over this time.
Coastal Financial Planning Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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