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Business Profile

Financial Planning Consultants

Coastal Financial Planning Group, LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(843) 735-5065
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

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

BBB Accredited Since: 8/4/2010

Years in Business: 20

BBB Accreditation & Rating

Coastal Financial Planning Group, LLC is BBB Accredited.

BBB accredited business seal

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

Why choose a BBB Accredited Business?

About This Business

Products and Services

Money Management System designed for the pre-retired and retired. Offering safe and secure investments designed to preserve principal matched with other investments offering low risk and a fair rate of return.

Photos and Videos

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

More Resources

BBB Reports On: Known Marketplace PracticesOverview of Ratings

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