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Coastline Wealth Management

 
414 Main Street Suite 302
Port Jefferson, NY 11777
(631) 473-1188
investment bank
www.coastlinewealth.com
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@CoastlineWealth
At Coastline Wealth Management, we offer our clients a full suite of services, considering tax efficiency, long-term wealth creation, and most importantly, your unique goals and vision. See our affiliate branch offices in Nassau County, NY; Charlotte, NC and Toms River, NJ
Mon 9:00 AM to 5:00 PM
Tue 9:00 AM to 5:00 PM
Wed 9:00 AM to 5:00 PM
Thu Closed
Fri 9:00 AM to 5:00 PM
Sat Closed
Sun Closed

Products and Services

Wealth Management
Estate Planning
Business Solutions
Retirement Planning
Insurance Strategies
Comprehensive Financial Planning
Asset Management
Life-Stage Planning
Tax-Advanced Strategies
Trusts
Wealth Transfer
Corporate Retirement Plans
Executive Compensation Services
Business "Buy/Sell" and Key Man"
Social Security
Pension Options
401k, 403b, and 457 plans
Traditional and Roth IRAs and Rollovers
Tax Shelter Annuities
Municipal Bond

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