The IPA is honored to have Coastal Equities Inc. join the IPA community. Please take a few minutes to learn about their company and how they can help your business. Welcome Coastal Equities Inc!
Coastal Equities Inc.
Coastal Equities Inc. is a hybrid broker-dealer/RIA offering multi-generational wealth strategies including team-based estate planning, business and tax planning, business protection and succession planning, and college planning.
Our Mission is to build life-long client relationships from a foundation of personal service, trust and an emphasis on absolute returns on investments. Our focus never wavers from what is important – our client – and how our successful working relationship can affect your lifestyle and legacy. We believe that you work hard for your money and that your money should work hard for you.
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Due Diligence Officer