Name: Coastal Financial Planning
Address: 640 George Washington Hwy, Lincoln, RI, 02865, US
Telephone: (401) 727-8151

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Coastal Financial Planning

Lincoln, RI 02865

29 Years

Not rated yet

Coastal Financial Planning

Lincoln, RI 02865

29 Years

Not rated yet

Coastal Financial Planning offers fee-only financial planning and investment management services, specializing in retirement planning and 401(k) plan implementation. The firm serves individual clients with assets starting at $100,000 and corporate clients requiring ERISA-compliant retirement solutions. Our fiduciary approach prioritizes client interests through diversified, no-load financial products and tax-efficient asset management.

Financial Planning 401(k) Planning Investment Management

(401) 727-8151 Call Profile