Coastline Wealth Management

Description

• Coastline Wealth Management is a full service wealth management and financial planning firm in Port Jefferson, NY. We create individual financial solutions designed to help Secure Life Against the Current. As independent advisers we have choices that many other companies don't have: the freedom to choose. We have the ability to choose how to serve you, which investment products to use and what business relationships to develop. This means every choice we make is made with your best interests in mind. It starts with your dreams supported by a strategic plan that covers your entire financial situation. Once our team at Coastline Wealth Management establishes a firm direction, we work with you to provide solutions and help you take action. Together, we review and tracks progress toward your goals and adjust the strategy to reflect personal, economic, and tax law changes. We'll create a financial plan and develop an ongoing relationship that helps you adapt to your changing needs and goals. We work as a group: Our practice offers depth and diversity in our combined skills and experience. You'll enjoy personalized service and one-to-one interaction with your adviser while still benefiting from the wider skill-set of the group as a whole. Our group is supported by professionals with backgrounds in many fields, so you'll understand and feel comfortable with the guidance you receive and the strategy you develop with your adviser. Whether you have questions about creating a realistic budget to estate planning strategies our group has the capabilities and the resources to provide you with sound advice. Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Coastline Wealth Management is not affiliated to Kestra IS or Kestra AS.
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  Headquarters:414 Main Street , Port Jefferson, New York, United States

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  Phone Number: +1 631-473-1188

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  Website: https://www.coastlinewealth.com

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  Employees:16

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  Revenue:$1 - 10M

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  Legal Name:Coastline Wealth Management

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• |  NAICS Code: 523930  |

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