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Welcome to Coastal Financial Planning, Inc. A fee-only investment advisory firm. Coastal Financial Planning?s principal, Angela Thomson, was recognized by the Providence Journal as a Woman to Watch in their 2005 focus piece. Additionally, the firm was profiled in a Wall Street Journal article focusing on fee-only financial planners. We serve a broad client base whose investable assets begin at $100,000. Our fee-only financial planning approach is an objective, ethical process used in evaluating and managing clients? assets. ... read more
640 George Washington Hwy, Ofc 1, Ste 103, Lincoln, RI, 02865, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 8:30 a.m. to 5:00 p.m. | |
Tue | 8:30 a.m. to 5:00 p.m. | |
Wed | 8:30 a.m. to 5:00 p.m. | |
Thu | 8:30 a.m. to 5:00 p.m. | |
Fri | 8:30 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
Coastal Financial Planning has a 3 star rating with 2 reviews.
Coastal Financial Planning is closed now. It will open tomorrow at 8:30 a.m.
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