Coastal Financial Group

Services Offered

• financial advice
• investment management
• insurance
• banking
• generosity programs

About

Coastal Financial Group is a financial planning firm located in Santa Barbara, California. They provide a range of financial services including investment management, insurance, banking, and financial advice. The firm is dedicated to helping clients make the most of their financial resources through holistic planning and generosity programs. Coastal Financial Group serves individuals and families in the local community, aiming to support their financial well-being and goals.

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Business Information