Coastie Financial, LLC

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0.0000 stars - based on 0 reviews
1200 Queen Emma St #2005 Honolulu, Hawaii 96813
(628) 888-2837
 
 

About

Start with the end in mind. Start with Coastie Financial. We are a high-tech, cloud-based financial services company. We offer Financial Planning using the #1 planning software on the market for over a decade and counting with a 37% market share - MoneyGuidePro®. A solid financial plan, whether you are 20, 40, or 60 years old is the driver of all other financial products you may need: Emergency fund, Insurance, Retirement account(s), Education Savings Accounts (529s), Brokerage account(s), etc. We also provide Tax Preparation and Tax Planning Services year-round using Intuit's ProConnect Tax Online. I like to describe this service as Turbo Tax (also made by Intuit) on steroids. Our goal is to maximize your return or minimize your liability. For small businesses, we are a QuickBooks wholesaler, so our prices can't be beaten. We offer quarterly or monthly bookkeeping assistance. Our final line of service is Consulting, specializing in Business Plan Development using LiveWire technology.

Business Features

SERVICES

  • Accounting , Consulting , Financial Planning , Tax Preparation

SPECIALTIES

  • Accounting , Business Plan Development , Finance , Start-up Coaching
 
Information

CONTACT INFORMATION

Phone: (628) 888-2837

Email: eric@coastiefinancial.com

Website: www.coastiefinancial.com

ADDITIONAL INFORMATION:

Payment Methods: Cash

Credit Cards Accepted: American Express, Discover, Mastercard, Visa


CATEGORIES:

HOURS OF OPERATION

MONDAY: 5:30PM - 8:30PM

TUESDAY: 5:30AM - 8:30PM

WEDNESDAY: 5:30PM - 8:30PM

THURSDAY: 5:30PM - 8:30PM

FRIDAY: 5:30PM - 8:30PM

SATURDAY: 1:30PM - 8:30PM

SUNDAY: 1:30PM - 8:30PM

 
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