What departments does Coast to Coast Financial Planning, LLC have?

Coast to Coast Financial Planning, LLC has employees across 1 departments including Finance.

What is the largest department at Coast to Coast Financial Planning, LLC?

The largest department at Coast to Coast Financial Planning, LLC is Finance with 1 employees.

Where are Coast to Coast Financial Planning, LLC employees located globally?

Coast to Coast Financial Planning, LLC has employees across 1 continents and 1 countries including United States Of America.

How has Coast to Coast Financial Planning, LLC's team size changed over time?

Coast to Coast Financial Planning, LLC's team has grown from approximately 2 to 3 employees based on available data.

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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.

Coast to Coast Financial Planning, LLC Global Highlights

North America
2

United States Of America
2

Coast to Coast Financial Planning, LLC's Leadership

J. B.
Principal
Mobile Phone
Email
S. B.
Principal
Mobile Phone
Email
C. K.
Financial Advisor
Mobile Phone
Email

Coast to Coast Financial Planning, LLC Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Coast to Coast Financial Planning, LLC

Name

Title

Contact Info

Location

Last Update

J. B.
Principal
Mobile Phone
Email
United StatesMassachusetts
Nov 16, 2025
S. B.
Principal
Mobile Phone
Email
Oct 16, 2024
C. K.
Financial Advisor
Mobile Phone
Email
United StatesMassachusetts
May 28, 2026

Frequently Asked Questions

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

Coast to Coast Financial Planning, LLC operates in the Financial Services industry. The company's main headquarters is located in 104 Crowell Road Chatham, Massachusetts 02633 United States; 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?

Coast 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?

Coast to Coast Financial Planning, LLC has approximately 1 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Coast to Coast Financial Planning, LLC's key employees include:

Principal: J. B.
Principal: S. B.
Financial Advisor: C. K.

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Coast to Coast Financial Planning, LLC Employee Directory

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