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Coastline Wealth Management

  • Investment Service
  • Port Jefferson, NY

About this business

FinanceInvestment Service

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 

Location details

414 Main Street, Suite 302, Port Jefferson, NY, 11777, United States

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Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 5:00 p.m.
5.010 reviews
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Jan Rodgers's profile image
Jan Rodgers 
a year ago

Inappropriate control of your funds. I should have double the money in my retirement. Inside trading. My future is suffering. Only out for their own personal gain. Had to switch to another financial advisor in another firm 

CL Kamalic's profile image
CL Kamalic 
a year ago

Coastline employees are courteous, friendly and very knowledgeable. I look forward to continuing my relationship with them. 

Haim Misholy's profile image
Haim Misholy 
a year ago

Loyalty, integrity, courteous and totally responds to your needs. H.M 

Mitul Patel's profile image
Mitul Patel 
2 years ago

Very friendly and i m very happy with my financial planning. 

Mitul Patel's profile image
Mitul Patel 
a year ago

Very good and reliable service 

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Frequently asked questions about Coastline Wealth Management

How is Coastline Wealth Management rated?

Coastline Wealth Management has a 5 star rating with 10 reviews. 

When is Coastline Wealth Management open?

Coastline Wealth Management is closed now. It will open on Monday at 9:00 a.m.