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      Details

      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.

      Hours
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      Contact Info

      Phones:

      Main - 910-457-7811

      Fax - 910-457-7812

      toll free - 866-429-8242

      Toll-Free Fax - 866-249-8243

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

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