Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
Coastline Wealth Management
Financial Services
Port Jefferson, New York 179 followers
~Securing life against the current~
About us
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. 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. Investor Disclosures: https://www.kestrafinancial.com/disclosures This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please call 844-553-7872. www.finra.org www.sipc.org
- Website
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http://www.coastlinewealth.com
External link for Coastline Wealth Management
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Port Jefferson, New York
- Type
- Public Company
- Founded
- 2012
- Specialties
- Financial Planning, Investment Management, Insurance, Estate Planning, and Retirement Planning
Locations
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Primary
414 Main Street
Port Jefferson, New York 11777, US
Employees at Coastline Wealth Management
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Robert Lockery, AIF
Fiduciary Advisor | 401k Plan Advisor | Accredited Investment Fiduciary | Corporate Retirement Plan Advisor | Cash Balance Plan Advisor |
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Garrett Taylor, CRPC
Managing Partner at Coastline Wealth Management
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David J. Mammina, CFP®, MBA, CRPC®
Partner & Financial Advisor at Coastline Wealth Management
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Cynthia Grauer
Financial Advisor and Managing Partner of Coastline Wealth Management
Updates
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How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules. #IRA
Contributing to an IRA?
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Pay off debt or invest the money? Things to consider before you commit to either option. #PayOffDebt
Should I Pay Off Debt or Invest?
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Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
Inventorying Your Possessions
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Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:
Choose Your Own Retirement Adventure
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What would happen to your loved ones if you were gone? Make financial preparations today.
Variable Universal Life Insurance
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Mortgage lenders consider many personal factors when deciding whether you can afford a home. #MortgageCalculator
How Much Home Can I Afford?
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Compare your taxable investment to a tax-deferred one. The results may surprise you.
Comparing Investments
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Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
Retirement Realities
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Three tips for giving smart from the heart.
Charitable Giving: Smart from the Heart
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