Coastal Financial Advisors, Inc. 503 Casino Drive, Farmingdale, NJ 07727

Coastal Financial Advisors, Inc. is a financial institution located at 503 Casino Drive, Farmingdale, New Jersey, United States. Specializing in accounting and finance, we believe that wealth and health go hand in hand. Our team works with individuals, families, and businesses of all economic backgrounds and life stages to create personalized financial plans that help achieve personal goals, build net worth, and minimize risk and taxes.

Whether you are buying a home, starting a family, saving for college, going through a life change, or planning for retirement, we tailor a plan to suit your needs. With the right tools and strategies, we can help you reach your investment goals, establish charitable giving, and set up trusts to protect your family's legacy and reduce tax burdens.

In a world full of uncertainties, we offer risk and insurance assessments to remove financial stress and uncertainty from your future. For business owners and individuals alike, we prioritize comprehensive retirement planning to ensure a relaxing and secure future for you and your staff.

At Coastal Financial Advisors, Inc., we are dedicated to helping you navigate the complexities of the modern financial world and create a roadmap for financial health and success.