Coastal Financial Email Format

Financial ServicesMassachusetts, United States11-50 Employees

Coastal Financial is a financial services firm that provides wealth management services for families and small businesses along the South Coast of Massachusetts. Founded in 1999 and based in North Dartmouth, the firm serves clients in the local region and supports them in pursuing their financial goals. The company emphasizes delivering a high-quality client experience and aims to act as a trusted partner in managing and growing client wealth.

Within the financial services industry, Coastal Financial positions itself as a regional wealth management provider serving its defined client base. In May 2022, Curt Queyrouze was named president, a leadership change noted in company announcements.

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