Financial Coach

  • Financial Services
  • West Chester PA
  • 30 employees
Get Full Info

Company Overview

Headquarters
940 E Boot Road Suite 101, West Chester PA
Website
financialcoachgroup.com/how-we-work-together/gameplan
Employees
30
Founded in
1996
Industry
Financial Services
More Details

Financials & Stats

Revenue

$10B

More Financials

Who is Financial Coach

Financial Coach is a United States-based company located in West Chester, Pennsylvania. It is a privately held company with 30 employees. Financial Coach specializes in providing comprehensive financial planning and investment advisory services to individuals and families nearing or already in retirement. Their core offering is the Retirement Gameplan®, a multifaceted program designed to guide clients through critical financial decisions before and after retirement. The Retirement Gameplan® consists of modules covering investments, income, insurance, and estate planning. Financial Coach aims to empower clients with the knowledge and tools necessary to make informed financial decisions. Clients interested in learning more about Financial Coach's services can visit their website at financialcoachgroup.com/how-we-work-together/gameplan.

Financial Coach Industry Tags

Financial Services
View All Industry Tags

Companies Similar to Financial Coach

Analyze industry trends and opportunities by examining competitors and companies comparable to Financial Coach, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
10M 7
10M 5 Vero Beach, FL 2010
10M 6
10M 13 White River Junction, VT 2011
10M 52
View More Companies

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 official website?
The official website of Financial Coach can be found at financialcoachgroup.com/how-we-work-together/gameplan.
What is Financial Coach's current revenue?
As of May 2023, Financial Coach's annual revenue reached $10B.
How many employees does Financial Coach currently have?
Financial Coach employs approximately 30+ people as of May 2023
Which industries is Financial Coach primarily operating in?
Financial Coach operates in the following industries: Credit, Finance
What are Financial Coach's industry tags?
Financial Coach's industry tags include: Financial Services
When was Financial Coach founded?
Financial Coach was founded in 1996.

Employee Directory

Key Employees

Meghan Tait

Partner

Phone Email

Vaibhav Pandit

Financial Advisor

Phone Email

Mike Traynor

Chief Investment Officer & Wealth Advisor

Phone Email

Becky Mulhern

Compliance & Marketing Coordinator

Phone Email