First Coast Financial Group

Finance · Florida, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

3121 Venture Pl Ste 2, Jacksonville, Flo...

Phone Number

(904) 288-0103

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About First Coast Financial Group

First Coast Financial Group is an independent financial services firm that specializes in wealth management and financial planning for individuals and families. They offer a range of services, including their Voyager Plan for long-term financial strategies and the Navigator Plan for initial assessments. The firm aims to help clients achieve their ideal retirement through personalized investment and insurance solutions. With a focus on client engagement, they provide access to exclusive events and regular reviews to ensure clients stay on track with their financial goals.Explore more
First Coast Financial Group's Social MediaPopular SearchesFirst Coast Financial Group IncFirst Coast Financial GroupFirst Coast Group IncFirst Coast Investment Group LLCFirst Coast Realty AssociatesSIC Code 62,628NAICS Code 52,523Show more

First Coast Financial Group Org Chart

PhoneEmail
KB
United States flag for contact location.

Chief Investment Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
CI
United States flag for contact location.

Investment Operations Specialist

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is First Coast Financial Group your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to First Coast Financial Group

Compare insights from companies similar to First Coast Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

First Coast Financial Gro...

<$5M
11-50
Private
-
2004
KB
Kyle BostonChief Investment Officer
$6.4M
11-50
Private
-
2011
JG
Janine GieckController & Manager, Transfer
<$5M
1-10
Private
-
2018
SM
Shawni MrkvickaVice President, Operations
<$5M
1-10
Private
-
2005
KK
Kahau KaiFinancial Advisor
<$5M
1-10
Private
-
1998
KW
Katherine WheatonDirector, Business Operations
<$5M
1-10
Private
-
2001
VE
Vincent EsparzaManaging Director
<$5M
1-10
Private
-
-
GC
George ChantAt Law Attorney
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

First Coast Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

First Coast Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about First Coast Financial Group.

First Coast Financial Group Tech Stack

A closer look at the technologies used by First Coast Financial Group

Top Finance Companies

Frequently Asked Questions Regarding First Coast Financial Group

What is First Coast Financial Group's official website?
First Coast Financial Group's official website is www.firstcoastfinancialgroup.com
What is First Coast Financial Group's Revenue?
First Coast Financial Group's revenue is <$5 Million
What is First Coast Financial Group's SIC code?
First Coast Financial Group's SIC: 62,628
What is First Coast Financial Group's NAICS code?
First Coast Financial Group's NAICS: 52,523
How many employees does First Coast Financial Group have?
First Coast Financial Group has 11-50 employees
What industry does First Coast Financial Group belong to?
First Coast Financial Group is in the industry of: Finance, Securities Trading
What is First Coast Financial Group competition?
First Coast Financial Group top competitors include: Kanani Advisory Group, Spiehs Wealth Management, Esparza Group, Phillip Allen
What technology does First Coast Financial Group use?
Some of the popular technologies that First Coast Financial Group uses are: WordPress.org, Cloudflare CDN, Microsoft 365, Fastly
How do I contact First Coast Financial Group?
First Coast Financial Group contact info: Phone number: (904) 288-0103 Website: www.firstcoastfinancialgroup.com
What does First Coast Financial Group do?

First Coast Financial Group is an independent financial services firm that specializes in wealth management and financial planning for individuals and families. They offer a range of services, including their Voyager Plan for long-term financial strategies and the Navigator Plan for initial assessments. The firm aims to help clients achieve their i... deal retirement through personalized investment and insurance solutions. With a focus on client engagement, they provide access to exclusive events and regular reviews to ensure clients stay on track with their financial goals.Read More

What are First Coast Financial Group social media links?
First Coast Financial Group Linkedin page First Coast Financial Group Facebook page
Is First Coast Financial Group a public company?
First Coast Financial Group is private company therefore does not currently have an official ticker symbol
See more information about First Coast Financial Group

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.