1303 Main St Port Jefferson, NY 11777

(631) 473-1188
info@coastlinewealth.com
Client Login
Coastline Wealth Management Home
  • Home
  • About Us 
    • History and Mission
    • Meet the Team
    • Richard Barnes Team
    • Russell Giammarino Wealth Management
    • Mendelsohn & Sands Wealth Management
    • Shenkman Wealth Management
    • Prosperity Planning Solutions, LLC
    • Ganim Financial
    • Hagendorf & Havell Wealth Management
    • Battaglini and Company
  • About You
  • Services 
    • Premier Wealth Management
    • Financial Planning
    • Retire Well
    • Plan for Your Estate
    • Insurance Strategies
    • Just for Business Owners
  • Coastline Community 
    • Events
    • Past Events
    • Bucket List Spotlight
    • Recognition
    • Coastline Cares
  • Resources 
    • Retirement
    • Investment
    • Estate
    • Insurance
    • Tax
    • Money
    • Lifestyle
    • All Videos
    • All Calculators
    • All Presentations
  • Client Access
  • Contact Us
  • Employee Login

Surprises

Making the most of surprises is a great reason to work with us.

Have A Question About This Topic?

Thank you! Oops!

Related Content

Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Contact

Office: (631) 473-1188

1303 Main Street

Port Jefferson, NY 11777

info@coastlinewealth.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • All Articles
  • All Videos
  • All Calculators
  • All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Coastline Wealth Management is a member firm of Fusion Advisor Network, a platform of Kestra IS. Coastline Wealth Management, Russell Giammarino Wealth Management & Shenkman Wealth Management are not affiliated to Kestra IS or Kestra AS. Neither Kestra Investment Services, LLC nor Kestra Advisory Services offer tax or legal advice. 

Investor Disclosures https://bit.ly/KF-Disclosures

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.