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Business Profile

Financial Planning Consultants

Coastal Financial Planning Group, LLC
BBB Accredited BusinessA+Rated by BBB
Visit Website(843) 735-5065Write a Review

About

Important information

  • Additional Info:
    Coastal Financial Planning Group, LLC is the recipient of the 2020 BBB Business of the Year Torch Award - Small Business Category.

    The Torch Award was created to recognize local businesses that exemplify BBB's high standards of Trust and Ethics.

Overview

Coastal Financial Planning Group, LLC

22 Westedge St Ste 400

Charleston, SC 29403-6983

Get DirectionsView Service Area
See Hours
Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM

BBB Accreditation & Rating

Coastal Financial Planning Group, LLC is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Coastal Financial Planning Group provides retirement planning services, including social security and Medicare guidance, tax planning, and retirement income strategies. The company assists clients with developing customized retirement income plans through a structured six-step process.

BBB Accredited Since: 8/4/2010

Years in Business: 22

Products and Services

Annuity Products, Insurance Products, Medicare Planning, Retirement Income Planning, Retirement Planning, Social Security Planning, Tax Planning

Photos and Videos

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Business Details

Local BBB:
BBB Serving Central South Carolina & Charleston
BBB File Opened:
10/12/2009
Business Started:
5/1/2004
Business Started Locally:
5/1/2004
Business Incorporated:
6/8/2010
Type of Entity:
Limited Liability Company (LLC)
Number of Employees:
4

Additional Contact Information

Principal Contacts
Mr. Richard J. Durkee, Founder
Customer Contacts
Mr. Richard J. Durkee, Founder
Fax numbers
Primary Fax: (843) 735-5069
Social Media

Additional Information

Refund and Exchange Policy
As prescribed by the companies' products and contracts that we offer.
Business Categories
Financial Planning Consultants, Retirement Planning Services

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