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
Financials & Stats
Revenue
$10B
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.
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Company Name | Revenue | Number of Employees | Location | Founded in |
---|---|---|---|---|
10M | 35 | Dallas, TX | 1961 | |
10M | 23 | San Francisco, CA | ||
10M | 1 | Miami Beach, FL | ||
10M | 7 | Burr Ridge, IL | 2012 | |
10M | 1 | Cheyenne, WY | 1953 |