The Financial Coach Inc. is an independent financial firm based in Liverpool, New York. The company's mission is to act as a personal "financial coach" for its clients, helping them pursue their financial goals through a long-term, trusted relationship. They offer a wide range of services, including comprehensive financial planning, asset management, retirement planning, insurance analysis, and estate planning. The firm emphasizes a personalized approach, working closely with clients to develop and implement customized financial strategies. Their securities and advisory services are offered through their affiliation with Commonwealth Financial Network®, a registered investment adviser and FINRA/SIPC member.

Founded in

United States