Intercoastal Financial Group is an independent financial services firm dedicated to helping clients build, manage, and preserve their wealth. Founded on the principles of integrity, objectivity, and personalized service, the firm offers a range of services including investment management, retirement planning, estate planning, and insurance solutions. They operate as a dually registered firm, acting as both an Investment Adviser with the SEC and a Broker-Dealer registered with FINRA, allowing them to provide a broad spectrum of financial products and advisory services tailored to individual client needs.

Founded in

United States