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Coastal Financial Group & Island Tax Associates
575 East Main Road, Middletown, Rhode Island 02842
About the Coastal Financial Group & Island Tax Associates
Coastal Financial Group & Island Tax Associates is a comprehensive financial institution located at 575 East Main Road in Middletown, Rhode Island, United States. Specializing in accounting, finance, and insurance services, our experienced team is dedicated to helping individuals and businesses achieve their financial goals. From tax preparation and planning to investment strategies and insurance solutions, we offer a wide range of services to meet our clients' needs. With a commitment to personalized service and expert advice, Coastal Financial Group & Island Tax Associates is your trusted partner in financial success.
Photos of Coastal Financial Group & Island Tax Associates
575 E Main Rd, Middletown, RI 02842, United States
Opening hours of Coastal Financial Group & Island Tax Associates
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
09:00 - 15:00
Sunday:
Closed
Reviews of Coastal Financial Group & Island Tax Associates
"Dave does a great job with our taxes. Very friendly and always ensures we get a fair refund. Highly recommend!!!"
"He definitely the best around. Always takes good care of us. Great guy and very friendly."
"Navigating the intricate world of taxes and finances has been a breeze with David! My experience with him as an accountant at Island Tax Associates has been nothing short of phenomenal. I first started working with him after my mom died and we needed to work through an abundance of resolving financial and estate challenges. David walked me through everything compassionately and empathically. David possesses an unparalleled expertise in financial matters combined with a genuine passion to assist his clients. His approach is thorough, transparent, and tailored to individual needs. If you're searching for an accountant who is reliable, personable, and truly understands the ins and outs of the tax and financial landscape, David Koohy is my recommended go-to expert for you. An excellent experience from start to finish! #BestAccountant #CoastalFinancialGroup #IslandTaxAssociates #DavidKoohy"
"Dave is awesome! He's saved my family a lot of money through his knowledge on tax laws! He's honest and makes great suggestions to help plan each year and adapt to the changes that may develop."
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