Terry R. Coapstick with Coapstick Financial Group

Terry R. Coapstick with Coapstick Financial Group Coapstick Financial Group is a financial services company that believes in helping individuals, fami and President of Coapstick & Associates, Inc.

I am an Investment Adviser Representative with GWN SECURITIES, INC. DBA Coapstick Financial Group. I have been in the Financial Services business for over 35 years in Merritt Island, Florida, helping families and small businesses with their retirement planning and life insurance needs. We are a financial services firm committed to helping people pursue their financial goals. We offer a wide range

of financial products and services to individuals and business owners. We believe you may be better able to identify your goals and make informed decisions to help reach those goals, by letting us help you develop a strategy going forward

Opinions and comments expressed by Social Media Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. GWN Securities will not accept purchase or sale orders via Social Media platforms or its messaging systems. Please follow this link for a complete version of GWN Securities Social Media Policy: https://gwnsecurities.com/socialmedia

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
09/02/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Learn more about whether you need to pay estimated taxes.
08/29/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Can group and private disability policies work together?
08/26/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
08/22/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
08/19/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
08/15/2026

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Three steps may make a difference if you find yourself suddenly single.
08/12/2026

Three steps may make a difference if you find yourself suddenly single.

Have you found yourself suddenly single? Here are 3 steps to take right now.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
08/08/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

U.S. Service Members should consider taking advantage of programs that are available.
08/05/2026

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

Address

100 Parnell Street, Ste G
Merritt Island, FL
32953

Opening Hours

Monday 9:30am - 4:30pm
Tuesday 9:30am - 4:30pm
Wednesday 9:30am - 4:30pm
Thursday 9:30am - 4:30pm
Friday 9:30am - 4:30pm

Telephone

+13214537322

Website

Alerts

Be the first to know and let us send you an email when Terry R. Coapstick with Coapstick Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Terry R. Coapstick with Coapstick Financial Group:

Shortcuts

Share

Category