Financial Coach

  • Financial Services
  • West Chester PA
  • 35 employees
  • Financial Services
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Company Overview

Headquarters
940 E. Boot Road, Suite 101, West Chester PA
Website
financialcoachgroup.com
Phone
(484) 887-0452
Employees
35
Founded in
1996
Industry
Financial Services
More Details

Financials & Stats

Revenue

$10B

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Who is Financial Coach

Financial Coach is a United States-based company located in West Chester, Pennsylvania. As a privately held entity, they employ a team of 35 people. Financial Coach specializes in providing comprehensive financial planning and investment advisory services to individuals and families nearing or already in retirement. The company offers a unique educationally oriented planning program called the Retirement Gameplan®, which acts as a roadmap for navigating critical financial decisions both before and after retirement. The Retirement Gameplan® is a multifaceted approach that delves into areas such as investments, income, insurance, and estate planning. Through a series of focused modules, clients gain a deeper understanding of their financial situation and develop the knowledge and tools needed to make informed decisions. For more information about Financial Coach and their Retirement Gameplan® services, visit their website at financialcoachgroup.com.

Company Leadership

Eric Bartel

Co-Owner / Partner

Phone Email

Financial Coach Industry Tags

Investment Planning
Tax Planning
Retirement Planning
Estate Planning
Education Planning
Personal Finance Planning
Retirement Income Planning
Cash Flow/Budget Planning
Asset Allocation
Asset Protection
Medicare & Medicade Education
Investment Management
Financial Services
Financial Advisory Services
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Analyze industry trends and opportunities by examining competitors and companies comparable to Financial Coach, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

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10M 35 Dallas, TX 1961
10M 23 San Francisco, CA
10M 1 Miami Beach, FL
10M 7 Burr Ridge, IL 2012
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FAQ

What is the location of Financial Coach's headquarters?
The headquarters of Financial Coach are situated at 940 E. Boot Road, Suite 101, West Chester PA
What is Financial Coach's phone number?
Financial Coach's contact number is (484) 887-0452.
What is Financial Coach's official website?
The official website of Financial Coach can be found at financialcoachgroup.com.
What is Financial Coach's current revenue?
As of January 2015, Financial Coach's annual revenue reached $10B.
How many employees does Financial Coach currently have?
Financial Coach employs approximately 35+ people as of January 2015
Which industries is Financial Coach primarily operating in?
Financial Coach operates in the following industries: Finance, Credit
Who is the Co-Owner / Partner of Financial Coach?
Financial Coach's Co-Owner / Partner is Eric Bartel
What are Financial Coach's industry tags?
Financial Coach's industry tags include: Investment Planning, Tax Planning, Retirement Planning
When was Financial Coach founded?
Financial Coach was founded in 1996.

Employee Directory

Key Employees

James Hawthorne

Business Owner

Phone Email

Donita Jeffers

Financial Coach

Phone Email