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Coastline Wealth ManagementFinancial advisor in Coram, NY

Coastline Wealth Management is a financial advisor at pen and pencil building, 1303 Main St, Port Jefferson, NY 11777, ranked #19 of 210 financial advisors in Coram and rated 4.1 from 14 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Coram, NYUpdated 0 paid placements in any rankingHow we rank

Call (631) 473-1188Website ↗

Key facts

Key facts about Coastline Wealth Management
Addresspen and pencil building, 1303 Main St, Port Jefferson, NY 11777, Coram, NYGet directions
Phone(631) 473-1188
Websitecoastlinewealth.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating4.1 from 14 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Coram and 11 towns within 25 miles: Mount Sinai, Terryville, Setauket-East Setauket, East Setauket, Miller Place, Stony Brook, Selden, Centereach, Saint James, Lake Grove and Rocky Point.

Based in Coram, NYView on map

Opening hours

Opening hours for Coastline Wealth Management
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Coastline Wealth Management

How is Coastline Wealth Management ranked in Coram?

Coastline Wealth Management is ranked #19 of 210 financial advisors in Coram by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Coastline Wealth Management’s hours?

Coastline Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Coastline Wealth Management serve?

Serves Coram and 11 towns within 25 miles: Mount Sinai, Terryville, Setauket-East Setauket, East Setauket, Miller Place, Stony Brook, Selden, Centereach, Saint James, Lake Grove and Rocky Point. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Coastline Wealth Management?

Coastline Wealth Management has a rating of 4.1 from 14 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Coastline Wealth Management?

Call Coastline Wealth Management on (631) 473-1188. The business is at pen and pencil building, 1303 Main St, Port Jefferson, NY 11777, Coram, NY. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Coastline Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Coastline Wealth Management (this business)—674.1 (14)NoNo
Steven Silber, CFP , CLTC#17674.9 (109)YesNo20.0 mi
R.W. Rogé & Company#18675.0 (19)NoNo10.9 mi
Weisman & Co., CPA's#20674.8 (39)NoNo12.9 mi

See all 210 ranked financial advisors in Coram