Nature Coast Financial Advisors

Financial Services • Ocala, Florida, United States • 11-20 Employees

Company overview

Headquarters	101 E Silver Springs Blvd, Ocala, Florida 34471, US
Phone number	+1201134812
Website	naturecoastfinancial.com
NAICS	52
SIC	738
Keywords	Investment Management, Financial Services, Financial Management, Retirement Planning, Stock Market, Investment Advice, Retirement Advice, Mutual Funds Investment, Stock Advisor, Financial Consultant, Financial Planning And Analysis, Money Market Funds, Personal Financial Advisor
Founded	2007
Employees	11-20
Socials

Key Contacts at Nature Coast Financial Advisors

Gary Marriage Jr

Ceo/Owner

Holly Verhalen

Director Of First Impressions

Nature Coast Financial Advisors Email Formats

Nature Coast Financial Advisors uses 2 email formats. The most common is {first initial} (e.g., j@naturecoastfinancial.com), used 50% of the time.

Format	Example	Percentage
{first initial}	j@naturecoastfinancial.com	50%
{first name}	john@naturecoastfinancial.com	50%

About Nature Coast Financial Advisors

At Nature Coast Financial we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions may include outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in a position to approach such challenges with experience and skill. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Nature Coast Financial Advisors, Inc. are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection benefits generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Nature Coast Financial Advisors revenue & valuation

Annual revenue	$3,929,844
Revenue per employee	$358,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$12,600,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Nature Coast Financial Advisors has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Nature Coast Financial Advisors has never raised funding before.

Frequently asked questions

Nature Coast Financial Advisors is located in Ocala, Florida, US.

You can reach Nature Coast Financial Advisors at +1201134812.

Nature Coast Financial Advisors was founded in 2007, making it 19 years old. The company has established itself as a significant player in its industry over this time.

Nature Coast Financial Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Nature Coast Financial Advisors

Gary Marriage Jr

Ceo/Owner

Holly Verhalen

Director Of First Impressions

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