D.A. Davidson

Coast Capital Management LLC is a Bainbridge Island, WA-based fee-only financial planning and investment management firm registered with the State of Washington as an investment advisor. The firm offers comprehensive financial planning services and portfolio management to help clients navigate the complexities of their financial decisions. Driven by a commitment to unbiased advice backed by fiduciary responsibility, Coast Capital Management emphasizes the importance of informed decision-making to enhance clients' financial well-being. The firm recognizes that financial choices can significantly impact various aspects of clients' lives, striving to align their resources with what matters most to them. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.