Coastal Financial Services - Financial Advisor, Insurance Agent

Coastal Financial Services, Inc. is proud to serve our clients in the following areas

Investments

Brokerage Accounts

Traditional IRA ~ Roth IRA

SEP IRA ~ Simple IRA

Annuities

Insurance

Medicare

Life Insurance

Disability Insurance

Long-Term Care Insurance

Financial Planning

Retirement Plans

401(k) Planning & Rollovers

403(b) Planning & Rollovers

Profit Sharing Plans

Other Planning

Estate Planning

Tax Planning

College Planning

Educational IRAs

WISER WEALTH MANAGEMENT

Welcome to Coastal Financial Services, Inc. Our company was founded in 2000, with the mission to provide comprehensive wealth management services for every stage of life to our valued clients. We believe our clients are like family and ensuring your trust and confidence in us is our highest priority.

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Meet your professional team at Coastal Financial Services

Joseph Hofmeister

President & Wealth Advisor

Erin Brandenburg

Client Services Administrator

Michelle McCormick

Marketing Director & Financial Coach

Learn more about our team

MISSION STATEMENT

At Coastal Financial Services, our mission is to personally know and understand your needs, wants, and long-term goals and work with you to achieve them.

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KNOW YOUR NUMBER?

Is your investment portfolio too conservative or maybe, too aggressive for your level of comfort? Let Coastal Financial help you find the perfect balance.

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FINANCIAL RESOURCES

Explore other financial resources that Coastal Financial recommends.

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