Claim this profile

This profile has not been claimed by the business owner or representative.

Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!

Coastal Financial Planning

3.0

About this business

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

Location details

640 George Washington Hwy, Ofc 1, Ste 103, Lincoln, RI, 02865, United States

Get directions
WeekdayScheduleStatus
Mon8:30 a.m. to 5:00 p.m.
Tue8:30 a.m. to 5:00 p.m.
Wed8:30 a.m. to 5:00 p.m.
Thu8:30 a.m. to 5:00 p.m.
Fri8:30 a.m. to 5:00 p.m.
SatClosed
SunClosed
Review Performance in the last  
6 months
3.02 reviews
Select a rating

Be the first to review

Sharing your experience helps others make the right decision when searching for a business like this.

No reviews

Frequently asked questions about Coastal Financial Planning

How is Coastal Financial Planning rated?

Coastal Financial Planning has a 3 star rating with 2 reviews. 

When is Coastal Financial Planning open?

Coastal Financial Planning is closed now. It will open tomorrow at 8:30 a.m. 

Need help? Contact us.

Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com