Cross Coastal Advisors Email Formats
Financial Services • 
Boston, Massachusetts, United States • 11-20 Employees
Cross Coastal Advisors Email Formats
Cross Coastal Advisors uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@crosscoastaladvisors.com), used 58.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@crosscoastaladvisors.com | 58.3% |
{first initial}{last name} | jdoe@crosscoastaladvisors.com | 41.7% |
Key Contact at Cross Coastal Advisors
Kerri Casey
Executive Assistant/Director Of Client Services And Marketing
Company overview
| Headquarters | 280 Congress St, Suite 1300, Boston, Massachusetts 02210, US |
| Phone number | +16174394389 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Business Succession Planning, Wealth Transfer, Financial Planning, Estate Strategies |
| Founded | 2015 |
| Employees | 11-20 |
| Socials |
About Cross Coastal Advisors
Welcome to Cross Coastal Advisors How well are you managing your finances? People who are materially successful are not necessarily free from the challenges and worries of personal financial management. While many of these individuals may have the skills, rarely do they have the time or the specialized knowledge as it relates to their personal financial planning. Our practice has allowed us to develop deep insights into people and their approach to personal finances. One of the most salient is that, for a variety of reasons, some of the most successful people are those who need the most guidance. This observation alone drives our work. Our clients are talented individuals who recognize their strengths – as well as their limitations. They look to us for guidance with their personal and business financial planning, so that they can have the freedom to focus their energies wherever else they wish. We look forward to having the opportunity to do the same for you. http://www.crosscoastaladvisors.com/licensing
Employees by Management Level
Total employees: 11-20
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Employees by Department
Cross Coastal Advisors has 7 employees across 3 departments.
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Funding Data
Cross Coastal Advisors has never raised funding before.
Cross Coastal Advisors Tech Stack
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