Personal

Investment Portfolios and Annuities

Saving for tomorrow starts with making the right investments today and Coastal Community Bank can help. We’ll personally guide you in selecting the investment plan that may be right for you. Our investment options are simple and easy to set-up. Our fee structure is competitive and straightforward. Like every product we put our name behind, we offer solutions that have your best interests at heart.

Summary

Together with Elliott Cove Capital Management and their affiliates, we can assist in reaching your investment objectives.  The services we can make available to you include, but are not limited to:

  • Certified Financial Planning
  • Diversified investment portfolios
  • Individual and business retirement accounts
  • Insurance and annuity solutions

Talk with your banker to set up an appointment to get started.

Coastal Community Bank offers investment services through Elliott Cove Capital Management and Elliott Cove Insurance Agency. Investment and insurance products are:

  • Not insured by the FDIC
  • Not a bank deposit, bank obligation, or guaranteed by the bank
  • Not guaranteed by any government agency
  • Subject to investment risk, including potential principal loss