Find a business

        More Info

        North Carolina Financial Management

        General Info
        At Coastal Financial Associates, LLC, our focus is on your long-term financial success. We can coordinate all aspects of your personal financial planning: funding for college education, retirement planning, estate planning, and insurance planning. We can also help you build a balanced portfolio of investments by utilizing our asset allocation analysis. We can structure an estate plan that allows you to control the distribution of your wealth while reducing estate taxes and settlement costs.
        Extra Phones

        Fax: (910) 457-7812

        toll free: (866) 429-8242

        Toll-Free Fax: (866) 249-8243

        Categories
        Investment Advisory Service, Financial Services, Insurance, Investment Management, Investments

        Reviews

        Hi there!
        Be the first to review!
        What do you rate this business?First-classBetter than mostAbout what I expectedNot the worst...Disappointing
        Click to Rate

        Details

        Phone: (910) 457-7811

        Address: 3960 Executive Park Blvd. #5, Southport, NC 28461

        People Also Viewed