Coastal Financial Advisors

 

Our Philosophy

We believe that a comprehensive personal financial adviser can provide valuable assistance in formulating, defining and implementing one's individualized financial goals and plans. Such an engagement is not a one-time event, but rather a process that evolves with the changing circumstances and needs of one's life.

In order to fulfill our mission we have a fee-only payment structure. Unlike most financial advisors, we are paid directly by our clients for the services we perform. We do not sell any products.  We do not receive commissions.  We do not receive referral fees from other professionals. Acting in a fiduciary role, our clients can trust us to give the very best unbiased advice based.

 

 

For more information on Coastal Financial Advisors and the services we provide,
please contact us directly by calling 732-686-2330, or by filling out our online form.
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Coastal Financial Advisors, 503 Casino Drive - Farmingdale NJ 07727 - Phone (732) 683-2330

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