Happy senior couple walking on the beach in a sunny day. Smiling

Personal Investments

  • Check Icon
    Certified Financial Planning

    Together with Elliott Cove Capital Management and its affiliates, we offer certified financial planning to help you plan for the future.

  • Check Icon
    Diversification

    We offer diversified investment portfolios that best fit your financial goals.

  • Check Icon
    Multiple Options

    Contact us today and learn more about our insurance and annuity solutions as well.

Financial Planning

Helping You Plan for the Future

We’ll personally guide you in selecting the investment plan that may be right for you. Our investment account options are simple and easy to set up, and 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. Contact us to set up an appointment with a certified financial planner today.

Contact Us +
Bank manager consults man and woman.

Why Coastal?

Together with Elliott Cove Capital Management and its affiliates, we can assist in reaching your investment objectives.

  • Check Icon
    Diversified Investment Portfolios
  • Check Icon
    Insurance and Annuity Solutions
  • Check Icon
    Convenient Locations
  • Check Icon
    Clear Communication
  • Check Icon
    Experienced Professionals
  • Check Icon
    Community Minded