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VerifiedFinancial Services· Founded 1999

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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HeadquartersNorth Dartmouth, United StatesEmployees31(1 to 10)Annual revenue<$1MFounded year1999Websitecoastalfinancial.comLinkedIn profileLinkedIn

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.

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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

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