Coastal Financial
Coastal Financial was founded in 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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Verified contacts
11
available on Kipplo
LinkedIn employees
31
1 to 10 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- MA
Michael Ar Silva
Financial Planner & Director of Operations · Operations
EmailPhone - CH
Chris Hodgson
Finance Services Professional · Finance & Accounting
EmailPhone - JM
Jeffrey Martin
Financial Advisor · Finance & Accounting
EmailPhone - JP
Jeanne Paradise
Director of Client Services · Customer/Client Service
EmailPhone - GB
Gail Bourgault
Registered Employee Benefits Consultant (Rebc) - Group Medical Health Life Insurance · Other
EmailPhone
Showing 5 of 11 verified contacts
Top roles at Coastal Financial
10 distinct titles indexed · top 10 shown.
- 2mortgage loan processor
- 1director of client services
- 1finance services professional
- 1financial advisor
- 1financial planner & director of operations
- 1financial services professional
- 1general manager
- 1pro
- 1registered employee benefits consultant (rebc) - group medical health life insurance
- 1relationship manager
Sign up to unlock all 11 contacts at Coastal Financial
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Sign up to reveal 11 verified contacts at Coastal Financial
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