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Hagendorf & Havell Wealth Management

Hagendorf & Havell Wealth Management Team

Hagendorf & Havell Wealth Management Team

More than just advisors, we're your partners on the path to financial well being

Meet the Team:

Steffan H. Hagendorf

Managing Director & Senior Financial Advisor

Corporate Headquarters- Port Jefferson

Steffan H. Hagendorf is a Managing Director and Senior Financial Advisor at Coastline Wealth Management.  Steffan has been serving the greater New York area and East Coast region for over 20 years and has expanded his presence to...

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James R. Havell, CPFA®

Financial Advisor

Corporate Headquarters- Port Jefferson

James plays an essential role in the client experience at Coastline. He prides himself on consistency and providing superior service to his clients. After achieving his Bachelor’s degree in Business Administration from St....

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Janet Thogersen

Service Support Specialist

Navigate Retirement with Confidence

Retirement strategies can be complex. Our financial professionals are here to guide you through the process, providing you with the information you need to help make informed decisions about your future.

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