Coastal Bridge Advisors

Services Offered

• Wealth Management
• Investment Advisory
• Retirement Planning
• Financial Planning

About

Coastal Bridge Advisors is an independent wealth management and investment advisory firm located in Milford, Connecticut, with additional offices in Westport, CT, Charlotte, NC, and Los Angeles, CA. The firm provides comprehensive financial planning and investment advisory services tailored to individuals and families, as well as retirement plans and institutions such as endowments, foundations, and nonprofits. Their team of dedicated financial advisors emphasizes a fiduciary approach, ensuring that clients' interests are prioritized in all financial decisions. Coastal Bridge Advisors is committed to understanding each client's unique circumstances to help them achieve their financial goals.

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