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Coapstick Financial Group

Coapstick Financial Group


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.


  • Small Business Retirement Plans
  • 401(k) Rollovers
  • Traditional & Roth IRA's
  • College Savings Accounts
  • Life and Long Term Care Insurance


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Rep/Contact Info

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Terry Coapstick, RFC®
Registered Financial Consultant
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Dawn Partlow
Financial Representative
  • Phone: (321) 453-7322
  • Fax: (321) 735-0203
  • Cell Phone: (321) 412-6610
  • Send an Email

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