West Coast Financial Group

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

Company overview

Headquarters	16241 N Florida Ave, Lutz, Florida 33549, US
Phone number	+18132697100
Website	westcoastfinancial.com
NAICS	52
SIC	621
Founded	1982
Employees	11-20
Socials

Key Contacts at West Coast Financial Group

Sarah Sherry

Creative Director & Global Investment Strategy

Matthew Graham

Financial Advisor/ Part Owner

Isolethu Tshuma

Founder

West Coast Financial Group Email Formats

West Coast Financial Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@westcoastfinancial.com), used 60% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@westcoastfinancial.com	60%
{first initial}	j@westcoastfinancial.com	40%

About West Coast Financial Group

West Coast Financial Group, Inc. is an independent, family owned and operated retirement plan consulting firm built on the core values of trust, integrity, competency, and service since 1982. Bret Smith & and Rick Smith, Co-Founders, were raised with old-time values in a time gone by when doors weren’t locked and honesty and integrity were the norm not the exception. They have kept these values alive. When you call us a warm and caring person will greet you, not a cold impersonal answering system. You will not be on your own to fend for yourself when you need service, our team will be here ready to assist you as we have for over a quarter of a century. We are passionate about enabling you to achieve a clear picture of your financial needs and objectives through developing a financial planning strategy designed to address your personal needs so that we can help prevent problems, simplify financial alternatives, and eliminate future concerns. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com West Coast Financial Group, Inc. and the above firm are independent and non-affiliated.

West Coast Financial Group revenue & valuation

Annual revenue	$1,454,435
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,700,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Founder/Owner

Director

Employees by Department

West Coast Financial Group has 6 employees across 2 departments.

Departments

Number of employees

Funding Data

West Coast Financial Group has never raised funding before.

Frequently asked questions

West Coast Financial Group is located in Lutz, Florida, US.

You can reach West Coast Financial Group at +18132697100.

West Coast Financial Group was founded in 1982, making it 44 years old. The company has established itself as a significant player in its industry over this time.

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