Financial Coach | 344 followers on LinkedIn. Fee-only comprehensive financial planning and investment advisory services for those retired or approaching retirement | Financial Coach provides comprehensive financial planning and investment advisory services to individuals and families who are either retired or approaching retirement. Our educationally oriented planning program, the Retirement Gameplan®, is a multifaceted approach that provides the context and roadmap for the most critical decisions faced both pre- and post-retirement. Through a series of planning “modules” focused on investments, income, insurance, and estate planning, our clients are better armed with the information necessary to help them organize, prioritize, and make effective and timely planning and investment decisions.
View Top Employees from Financial CoachWebsite | https://financialcoachgroup.com/how-we-work-together/gameplan/ |
Revenue | $8 million |
Employees | 31 (31 on RocketReach) |
Founded | 1996 |
Address | 940 E. Boot Road Suite 101, West Chester, Pennsylvania 19380, US |
Phone | (484) 887-0452 |
Technologies |
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Industry | Insurance, Finance General, Financial Services, Finance, Investment Management, Health, Wellness and Fitness |
Web Rank | 14 Million |
Keywords | Financial Coach |
Competitors | Laurel Financial Group |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
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The Financial Coach annual revenue was $8 million in 2024.
Meghan Tait is the Partner of Financial Coach.
31 people are employed at Financial Coach.
Financial Coach is based in West Chester, Pennsylvania.
The NAICS codes for Financial Coach are [52, 5239, 52393, 523].
The SIC codes for Financial Coach are [62, 628].