Coastline Wealth Management

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Advisor Successions in Port Jefferson specializes in assisting financial advisors in growing their practices through strategic buying, selling, valuation, and acquisition services. Their expert team works diligently to ensure that your business achieves optimal outcomes and success in the industry. With a focus on maximizing the potential of your financial advisory practice, Advisor Successions is dedicated to providing comprehensive solutions tailored to your specific needs. Trust in their expertise to guide you through the process of enhancing and expanding your business effectively. Generated from their website's infomation

As an independent branch office of Concorde Investment Services, LLC, Fortitude Investment Group has access to a wide range of financial products and services for individuals and business owners, including mutual funds, managed accounts, stocks, real estate, insurance, energy products, fixed income products and alternative investments. Our office specializes in providing the following financial services: Tax-aware investment strategies, Investment management, Retirement planning strategies, Estate conservation, Wealth Management and College Savings Planning. We operate three independent branch offices of Concorde Investment Services, LLC located in Port Jefferson, New York, Juno Beach, Florida and Teaneck, New Jersey.