Coapstick Financial Group
Categories
FINANCIAL SERVICESINSURANCELOAN SERVICES
- 100 Parnell Street, Suite G Suite G Merritt Island FL 32953
- (321) 453-7322
- (321) 735-0203
- Send Email
- Coapstick Financial Group
Hours:
9:30am to 5:00pm Monday thru Friday
Driving Directions:
1 block north of SR 520 on Parnell Street.
About Us
We work primarily with individual families and small business owners. Our goal is to help families become ''Debt-Free'' and Financially Independent by providing a complimentary written Financial Roadmap.
We Proudly Offer the Following Services:
* Term Life Insurance
* Long Term Care Insurance
* Mutual Funds
* Fixed and Indexed Annuities
* 401(k) Rollover Options
* Roth & Traditional IRA's
* College Education Savings Accounts
* Small Business Retirement Plans
Securities and Advisory services offered through GWN SECURITIES, INC. Member FINRA/SIPC. 11440 N Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. Coapstick Financial and GWN SECURITIES, INC are non-affiliated companies. Dave Ramsey and GWN SECURITIES, INC. are non-affiliated companies.
Highlights
- Small Business Retirement Plans
- 401(k) Rollovers
- Traditional & Roth IRA's
- College Savings Accounts
- Life and Long Term Care Insurance
Images
.jpg "Gallery Image Business_shot_2_cropped_HiRes_Jan_2014_(2).jpg")
Rep/Contact Info
Terry Coapstick, RFC®
Registered Financial Consultant
- Phone: (321) 453-7322
- Fax: (321) 735-0203
- Send an Email
Dawn Partlow
Financial Representative
- Phone: (321) 453-7322
- Fax: (321) 735-0203
- Cell Phone: (321) 412-6610
- Send an Email
