Coastline Wealth Management

(on main street)
Financial Services in Port Jefferson, NY
Financial Services

Location

414 Main Street
Port Jefferson, NY
11777

About

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

Photos

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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

Latest

Social host laws may make you responsible for underage drinking in your home, even if you are away. COASTLINEWEALTH.COM Teen Drinking and Your Liability
Medical bills are reported to be the number one cause of U.S. bankruptcies... What an honor to partner with the New York Cancer Foundation and help raise funds for families burdened by the high costs of cancer treatments.
Your #insurance needs don’t stay the same when the nest empties, but what changes? COASTLINEWEALTH.COM Insurance Needs Assessment: For Empty Nesters and Retirees
Currency has been around for a long time. Here’s a quick #history lesson. COASTLINEWEALTH.COM The History of Currency
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA COASTLINEWEALTH.COM IRA Withdrawals that Escape the 10% Tax Penalty
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions. COASTLINEWEALTH.COM Six Most Overlooked Tax Deductions
What can a fairy tale teach us about goal-setting success? Watch our video and find out. COASTLINEWEALTH.COM Once Upon a Goal
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance. COASTLINEWEALTH.COM Retiring the 4% Rule
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options. COASTLINEWEALTH.COM Financial Aid for Students 101
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you. COASTLINEWEALTH.COM How to Make the Tax Code Work for You
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance COASTLINEWEALTH.COM What You Should Do About Insurance Following a Divorce
Take the time to think about these three things when shopping for your next vehicle. COASTLINEWEALTH.COM Consider These 3 Things Before Driving Off the Lot
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings COASTLINEWEALTH.COM What Our Kids Can Teach us About Saving Money
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now. COASTLINEWEALTH.COM The Cost of Medical Care
Ever heard of a Roth 401(k)? Would one be right for you? COASTLINEWEALTH.COM What Is a Roth 401(k)?
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends. COASTLINEWEALTH.COM Life and Death of a Twenty Dollar Bill
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement COASTLINEWEALTH.COM Social Security: Maximizing Benefits
Do you know what your #insurance needs are, when you’re married, with children? COASTLINEWEALTH.COM Insurance Needs Assessment: Married With Children
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit COASTLINEWEALTH.COM What If You Get Audited?
Does your #insurance cover you if you get into an accident with an uninsured driver? COASTLINEWEALTH.COM Protection Against Uninsured Drivers
The savings rate is the government’s estimate of how much U.S. households are saving. COASTLINEWEALTH.COM U.S. Personal Savings Rate
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits COASTLINEWEALTH.COM Changing Unhealthy Behaviors
Whether you realize it or not, you’ve allocated your assets. COASTLINEWEALTH.COM A Decision Not Made Is Still a Decision
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax COASTLINEWEALTH.COM What Do Your Taxes Pay For?

Information

Company name
Coastline Wealth Management
Category
Financial Services

FAQs

  • What is the phone number for Coastline Wealth Management in Port Jefferson NY?
    You can reach them at: 631-473-1188. It’s best to call Coastline Wealth Management during business hours.
  • What is the address for Coastline Wealth Management on main street in Port Jefferson?
    Coastline Wealth Management is located at this address: 414 Main Street Port Jefferson, NY 11777.