East Coast Advisory

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

1595 Paoli Pike Ste 200, West Chester, P...

Phone Number

(610) 421-1200

Revenue

<$5 Million

Industry

Finance Securities Trading

About East Coast Advisory

East Coast Advisory provides financial planning services with a focus on building long-term relationships with clients. They cater to a diverse clientele, including early career and young investors, mid-career professionals, and those approaching retirement. Their services encompass retirement planning, investment management, estate planning, insurance, and tax advice. The firm emphasizes a fiduciary approach, ensuring that the human element remains central to their financial advisory services.Explore more
East Coast Advisory's Social MediaSIC Code 62,628NAICS Code 52,523Show more

East Coast Advisory Org Chart

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Executive Administrator

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Advisor

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Advisor

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Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

East Coast Advisory

<$5M
11-50
Private
-
2006
SM
Stacey McGannExecutive Administrator
<$5M
1-10
Private
-
1998
MK
Margaret KriviskiManager, Business
<$5M
1-10
Private
-
1976
AT
Andrew TengbladFinancial Advisor & President & Partner
Illustration of an envelope

East Coast Advisory Tech Stack

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Frequently Asked Questions Regarding East Coast Advisory

What is East Coast Advisory's official website?
East Coast Advisory's official website is www.eastcoastadvisory.com
What is East Coast Advisory's Revenue?
East Coast Advisory's revenue is <$5 Million
What is East Coast Advisory's SIC code?
East Coast Advisory's SIC: 62,628
What is East Coast Advisory's NAICS code?
East Coast Advisory's NAICS: 52,523
How many employees does East Coast Advisory have?
East Coast Advisory has 11-50 employees
What industry does East Coast Advisory belong to?
East Coast Advisory is in the industry of: Finance, Securities Trading
What is East Coast Advisory competition?
East Coast Advisory top competitors include: Schmocker Financial Services, Polaris Financial Strategies Group
What technology does East Coast Advisory use?
Some of the popular technologies that East Coast Advisory uses are: Cloudflare Website Optimization, Enom DNS Hosting, Datadog, Microsoft 365
How do I contact East Coast Advisory?
East Coast Advisory contact info: Phone number: (610) 421-1200 Website: www.eastcoastadvisory.com
What does East Coast Advisory do?

East Coast Advisory provides financial planning services with a focus on building long-term relationships with clients. They cater to a diverse clientele, including early career and young investors, mid-career professionals, and those approaching retirement. Their services encompass retirement planning, investment management, estate planning, insur... ance, and tax advice. The firm emphasizes a fiduciary approach, ensuring that the human element remains central to their financial advisory services.Read More

What are East Coast Advisory social media links?
East Coast Advisory Linkedin page East Coast Advisory Facebook page
Is East Coast Advisory a public company?
East Coast Advisory is private company therefore does not currently have an official ticker symbol
See more information about East Coast Advisory

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