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Coast to Coast Financial Planning, LLC Employee Directory

Financial ServicesMassachusetts, United States0-1 Employees

Coast to Coast Financial Planning, LLC is a small financial planning practice based in Chatham, Massachusetts, operating within the financial services sector. The firm provides retirement-focused advisory services, coordinated through JWKodak Capital Management, LLC, a state-registered investment advisor. Although Coast to Coast and JWKodak are separate entities, Jane Bourette serves as an Investment Adviser Representative with JWKodak.

Its clientele comprises individuals planning for or living in retirement who seek guidance to manage finances as they work, volunteer, or pursue leisure. The advisory arrangement involves services delivered through JWKodak while Coast to Coast Financial Planning remains a distinct, non-affiliated firm.

Find Coast to Coast Financial Planning, LLC employees' phone numbers or email addresses

Coast to Coast Financial Planning, LLC Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Coast to Coast Financial Planning, LLC's Leadership

  • Stylized image of a person
    S. B.
    Principal
    Mobile Phone

Coast to Coast Financial Planning, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Coast to Coast Financial Planning, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    S. B.
    Principal
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Coast to Coast Financial Planning, LLC known for?

Minus sign iconPlus sign iconCoast to Coast Financial Planning, LLC operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-508-945-****
. Explore Coast to Coast Financial Planning, LLC's company overview page for more information.

What is Coast to Coast Financial Planning, LLC's most common email format?

Minus sign iconPlus sign iconCoast to Coast Financial Planning, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Coast to Coast Financial Planning, LLC email formats with LeadIQ.

How many employees does Coast to Coast Financial Planning, LLC have currently?

Minus sign iconPlus sign iconCoast to Coast Financial Planning, LLC has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Coast to Coast Financial Planning, LLC's key employees and leadership?

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As of July 2026, Coast to Coast Financial Planning, LLC's key employees include:

  • Principal: S. B.

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