Gulf Coast Financial Advisors
4547 Cypress Village Boulevard, Orange Beach, AL 36561
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
4547 Cypress Village Blvd suite 21, Orange Beach, AL 36561, United States
About the Business
Gulf Coast Financial Advisors is a locally owned, independent finance institution located at 4547 Cypress Village Boulevard in Orange Beach, Alabama. We have convenient office locations in Fairhope and Orange Beach to serve our clients. Our team specializes in providing financial planning, investment management, and tax planning services to regular people who have achieved extraordinary things. Whether you have built a business from scratch, saved diligently for retirement, or worked hard to accumulate assets, we are here to help you make the most of your financial journey.
As a fiduciary-based financial advisor, we prioritize our clients' goals and dreams above all else. We offer a fee-for-service model with no sales quotas or proprietary products, ensuring that our advice is always in your best interest. Our personalized approach to financial and tax planning sets us apart, as we tailor our strategies to fit your unique situation rather than providing cookie-cutter solutions.
Please note that Gulf Coast Financial Advisors, along with Prime Capital Investment Advisors, Prime Capital Wealth Management, and Qualified Plan Advisors, do not provide tax, legal, or accounting advice. Our services are designed to offer insight and education, rather than personalized investment advice. We encourage you to consult your own advisors before making any financial decisions.
Advisory services are offered through Prime Capital Investment Advisors, LLC, a federally Registered Investment Adviser. Gulf Coast Financial Advisors is not affiliated with PCIA. Contact us today to learn more about how we can help you achieve your financial goals with honesty, integrity, and expertise.
Reviews
"Josh works really hard to shoot people straight and to be honest with them. He puts his client's best interests first and doesn't recommend strategies just to make money for himself. Strongly recommend!!"
"I’ve known Josh for a decade and he knows his stuff. It’s just a bonus that he’s a great guy that you really enjoy talking with whether it’s changes to my investments or where to get the best BBQ in Lower Alabama."
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