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Cross Coastal Advisors

Cross Coastal Advisors is a financial services firm specializing in comprehensive financial planning, with a proficiency in insurance-based solutions for defined marketplaces. We work with our client...load more


Cross Coastal Advisors's Basic Information

Industry
Financial Services
Headquarters
Boston, Georgia, United States
Founded Year
2015
Headcount
Specialties
Financial PlanningBusiness Succession PlanningEstate StrategiesWealth Transfer

Employee Insights

Employee Function
Employee Location

Cross Coastal Advisors's Top Employees

people

Gregg Miles

Founder & Managing Partner

Phone Email

people

James Masur

Partner

Phone Email

people

Ryan Mcdermott

Partner

Phone Email

people

Kerri Casey

Executive Assistant AND Director OF Client Services AND Marketing

Phone Email

people

Robert Bourque

Partner, Head of Business Development

Phone Email

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Frequently Asked Questions Regarding Cross Coastal Advisors

Where is Cross Coastal Advisors's headquarter located?
Cross Coastal Advisors's headquarter are located at United States.
How many employees does Cross Coastal Advisors have?
Cross Coastal Advisors has 2 - 10 employees.
What is Cross Coastal Advisors's official website?
Cross Coastal Advisors's official website is http://crosscoastaladvisors.com
What industry does Cross Coastal Advisors belong to?
Cross Coastal Advisors is in the industry ofFinancial Services
What does Cross Coastal Advisors do?
Cross Coastal Advisors is a financial services firm specializing in comprehensive financial planning, with a proficiency in insurance-based solutions for defined marketplaces. We work with our client...
What specialty does Cross Coastal Advisors have?
Financial PlanningBusiness Succession PlanningEstate StrategiesWealth Transfer
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