Coastal Financial - North Dartmouth, Massachusetts

Overview of Coastal Financial

Located at 62 State Rd, North Dartmouth, MA 02747, Coastal Financial stands out as a comprehensive financial services provider, serving the local community with expertise across various sectors including financial planning, insurance agencies for dental, health, and life, as well as stock brokerage services. Their phone number is 508-990-1583, and they can be reached online at their website: coastalfinancial.com.

Key Features

- Specialties: Coastal Financial prides itself on offering a broad range of financial services, making it a one-stop-shop for all your financial needs. Their financial planner services are particularly noteworthy, helping clients navigate complex financial landscapes with personalized advice.
- Accessibility: The office is wheelchair accessible, ensuring that everyone, regardless of physical ability, can receive the assistance they need. They also provide a wheelchair accessible parking lot and restrooms, demonstrating their commitment to inclusivity.
- Customer Experience: With reviews on Google My Business, the company has garnered a 5/5 average opinion from customers. Many highlight the exceptional service provided by staff members like Gail Bourgault, who is praised for being extremely helpful and making clients feel very pleasant during their interactions.

Information for Prospective Clients

For those considering reaching out to Coastal Financial, here are some important points to keep in mind:
- Appointment Required: It's advisable to schedule an appointment in advance to ensure you get the attention you need. This shows their commitment to providing personalized service.
- LGBTQ+ Friendly: The office is welcoming to all, supporting an inclusive environment for everyone seeking their financial expertise.
- Appointments Recommended: While immediate assistance might not always be available, recommended appointments are a testament to their quality service and desire to ensure thorough consultations.

Recommendation

Considering the commendable service and comprehensive range of financial services offered at Coastal Financial, coupled with the overwhelmingly positive feedback from clients, it's highly recommended to explore what they can offer. Whether you're looking for a dedicated financial planner or need advice on health, dental, or life insurance, Coastal Financial is equipped to meet your needs.

To take the first step towards securing your financial future, visit their website at coastalfinancial.com to schedule an appointment or inquire further about their services. Don't hesitate to call them at 508-990-1583 for more information or to express your interest in their services. Coastal Financial’s commitment to accessibility and customer satisfaction makes them a standout choice for anyone in need of reliable financial guidance.

👍 Reviews of Coastal Financial

N.c

5/5

Absolutely the best at what they do especially Gail Bourgault extremely helpful. Very pleasant to work with. Thank you for everything you do!!!

Ashley A.

5/5

J.E. P.

5/5