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Donna Imbesi

Client Service Specialist

Contact

Office: (631) 473-1188

1303 Main Street

Port Jefferson, NY 11777

info@coastlinewealth.com

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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.

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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 is not affiliated with Kestra IS or Kestra AS. Neither Kestra Investment Services, LLC nor Kestra Advisory Services offer tax or legal advice. Insurance products are offered through a separate insurance license and are not part of securities or advisory services.

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Donna Imbesi

Client Service Specialist

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