Coastal Financial Services

Coastal Financial Services is a small financial planning firm based in Atlantic Beach, New York. Employing a team of five, the company manages approximately $50 million in revenue. Coastal Financial Services offers a comprehensive range of financial services to its clients, including financial planning, investment advisory services, insurance solutions, and financial education. They cater to a diverse clientele seeking guidance and expertise in managing their financial well-being. As an Investment Advisor Representative of Woodbury Financial Services, Inc., Coastal Financial Services provides securities and investment advisory services through this affiliated firm. Woodbury Financial Services, Inc. is a member of FINRA, SIPC, and a Registered Investment Adviser. While both entities collaborate, it is important to note that they are not affiliated. For more information about Coastal Financial Services, please visit their website at www.coastalfinancialservices.net or the FINRA website at www.finra.com.