Financial ConsultantsHolistic Advice & Solutions
Our Financial Consultant team understands that serving clients’ financial and investment needs begins with building strong, lasting partnerships.
We focus on listening to each client because we believe everyone’s needs and financial goals for their future are unique. Working with a Financial Consultant from Coastal Community Credit Union we put our clients – and their needs – first.
Working in a culture of independence, we have the complete freedom to offer unbiased and tailored financial advice – all designed to help you develop a long–term plan to maintain your lifestyle and ensure your commitments to the people and causes you hold dear, will be fulfilled.
Our Financial Consultants are now available via phone and video conference for new and existing clients! Book your appointment here.