Coastal Financial
Financial ServicesView the employees at
Coastal Financial-
Jeanne Paradise Client Experience Manager at Coastal Financial
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Dartmouth, Massachusetts, United States
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Top 5%
Gail Bourgault Employee Benefits Specialist/Insurance Broker-
Rising Star
maureen sergeant pro at Coastal Financial-
Manhattan Beach, California, United States
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Rising Star
Michael "AR" Silva Director of Operations & Planning - Coastal Financial-
New Bedford, Massachusetts, United States
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Top 10%
Overview
Coastal Financial was founded in 1999 and provides wealth management services for hardworking families and small businesses throughout the South Coast. Our dedicated team strives to provide our clients with an exceptional experience while enabling them to achieve their financial goals.
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