Coastline Wealth Management's cover image
Claimed

This profile has been claimed by the business owner or representative.

Coastline Wealth Management

5.0
  • 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

Get directions
WeekdayScheduleStatus
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.
ThuClosed
Fri9:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.07 reviews
Select a rating
Jan Rodgers's profile image
Jan Rodgers 
2 years 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 
2 years ago

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

Mitul Patel's profile image
Mitul Patel 
3 years ago

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

Michelle Patterson Finch's profile image
Michelle Patterson Finch 
3 years ago

Inappropriate control of elderly funds. Proceed with extreme caution. 

View all google reviews

Frequently asked questions about Coastline Wealth Management

How is Coastline Wealth Management rated?

Coastline Wealth Management has a 5 star rating with 7 reviews. 

When is Coastline Wealth Management open?

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