Coastal Wealth

Coastal Wealth

Financial Services United States 303 employees
Employees
303
Contacts
4
Emails
4
Phones
3

Coastal Wealth Overview

Headquarters
United States
Industry
Financial Services
Employees
303
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Coastal Wealth

At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life. Whether you want to help ensure you don’t outlive your income, or protect your growing business, we can help you achieve your long-term financial goals. _____ MassMutual refers to Massachusetts Mutual Life Insurance Company. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

Coastal Wealth Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
3
75.0% coverage

Coastal Wealth Org Chart

Sample employees and titles
Name Title Contact
Molly Shrauner
Email
Eric Levitt
Email Phone
Veronica Strauss
Email Phone
Gabe Gould Private Wealth Advisor at Coastal
Email Phone

Employees by Management Level

Individual contributor 20 profiles
Executive 7 profiles
Associate / junior 3 profiles
Manager 2 profiles
Senior / Lead 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Finance 8 8 5
General 7 7 3
Executive 5 5 3
Sales 3 3 1
IT 1 1 0

Coastal Wealth Tech Stack

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