Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Rhode Island > Lincoln > Angela M. Thomson, CFP®
Find the Certified Financial Planner™
Who's right for you.

Angela M. Thomson, CFP®

Coastal Financial Planning, Inc.

640 George Wash. Hgwy.
Bld.103/Office 1
Lincoln, RI 02865-3900
Phone: (401) 727-8151
Fax: (401) 727-1262

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Tangible Assets
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

Considerations: NAPFA Member

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.