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Coastal Financial Advisors, Inc.

Categories

Financial AdvisorFinancesFinancialFinancial ServicesFinancial Planning

About Us

We are a Fee Only Fiduciary Financial Planning and Investment Management company offering comprehensive advising. Services offered included investment management, tax preparation, insurance review, education/retirement/estate planning, 401k plan services, divorce mediation, money management. We worked with families, entrepreneurs, professionals and business for business retirement plans including 401k, SIMPLE and SEP. We act as fiduciaries to our clients providing unbiased advise and reducing all conflicts of interest.

Highlights

  • Investment Management
  • Tax Preparation
  • Financial Planning
  • Retirement Planning
  • College Planning

Rep/Contact Info

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Dennis O'Brien