COASTAL FINANCIAL ADVISORS, INCFARMINGDALE, NEW JERSEY
732-683-2330, Fax:732-683-2331
503 Casino Dr Farmingdale, NJ 07727-3577
Company Information
- Legal Structure:
Subchapter S Corporation
- Contact Person:
Dennis OBrien
- Year Established:
2004
- Ownership:
- Self-Certified Small Disadvantaged Business
Products & Services
Investment management, asset allocation, financial advisor, tax preparation, education planning, retirement planning, estate planning, insurance consultant, retirement plans 401(k), 403(b), simple, SEP, non-profit
Keywords
- Portfolio Management
- Investment Advice
- Trust
- Fiduciary
- Insurance
- Pension
- Estate
- Tax Preparation
- Notary
- Investments
NAICS Code(s)
- 523
- Securities, Commodity Contracts, and Other Financial Investments and Related Activities
- 523
- Securities, Commodity Contracts, and Other Financial Investments and Related Activities
- 523
- Securities, Commodity Contracts, and Other Financial Investments and Related Activities
