Coastline Wealth Management
Highly Engaged Employees
Highly Engaged EmployeesFinance · New York, United States · 11-50 Employees
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Overview
Headquarters
414 Main St Ste 302, Port Jefferson, New...Phone Number
(631) 473-1188Website
www.coastlinewealth.comRevenue
<$5 MillionIndustry
ZI Rank: 5
Signal Type
Feb
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ZI Rank
2
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1
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5
About Coastline Wealth Management
Coastline Wealth Management specializes in comprehensive wealth management services, providing tailored financial guidance to individuals, families, business owners, and multigenerational families. Their offerings include objective financial assessments, continuous portfolio monitoring, and custom solutions aimed at wealth building and legacy planning. The firm prides itself on its diverse team of experienced professionals who deliver superior white-glove service. Coastline Wealth Management is dedicated to helping clients navigate the complexities of financial planning and achieve their long-term goals with confidence.Explore more
Coastline Wealth Management Org Chart
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Activity Insights
Coastline Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Coastline Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Coastline Wealth Management.
Coastline Wealth Management Tech Stack
A closer look at the technologies used by Coastline Wealth Management
Most Recent Scoops
Project
, according to a high-level source in finance & accounting, is planning to leverage AI-driven document drafting over the next six to twelve months.
Accounting, Financial Reporting, Artificial Intelligence, Finance
Project
, according to a high-level source in finance & accounting, is planning to leverage AI-driven workflow automation over the next three to six months.
Automation, Accounting, Financial Reporting, Artificial Intelligence, Finance
Project
, according to a high-level source in finance & accounting, is planning to leverage AI-driven compliance and risk management over the next six to twelve months.
Accounting, Compliance, Financial Reporting, Artificial Intelligence, Finance, Risk
Project
, according to a high-level source in finance & accounting, is planning to leverage AI-driven data enrichment and hygiene over the next six to twelve months.
Accounting, Financial Reporting, Artificial Intelligence, Finance
Project
Accounting, Financial Reporting, Artificial Intelligence, Finance
Coastline Wealth Management News & Media
Kestra Financial Welcomes Steffan Hagendorf to the Platform
AUSTIN, Texas--(BUSINESS WIRE)--Kestra Financial Welcomes Steffan Hagendorf to the PlatformKestra Financial Onboards Russell Giammarino Wealth Management
AUSTIN, Texas--(BUSINESS WIRE)--Kestra Financial onboards Russell Giammarino Wealth Management.
Read more news
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Frequently Asked Questions Regarding Coastline Wealth Management
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Coastline Wealth Management specializes in comprehensive wealth management services, providing tailored financial guidance to individuals, families, business owners, and multigenerational families. Their offerings include objective financial assessments, continuous portfolio monitoring, and custom solutions aimed at wealth building and legacy plann... Read More
