COASTAL EQUITIES

Coastal and CoastalOne are trade names for the Coastal Companies. The Coastal Companies are Coastal Equities, Inc., Coastal Investment Advisors, Inc., a US SEC Registered Investment Adviser and Coastal Insurance Services which consist of several affiliated insurance agencies... At Coastal Independent Advisors, we use bucket planning strategies with the goal of achieving efficient liquidity, growth, income, tax alpha, and risk management for long-term success. For over 27 years, Steven Horn, MSFS has worked with professionals, business owners, corporate accounts, and more, to approach their finances logically, so they can achieve success over time... With us, you can expect a tailored experience because we build the models, stocks, and asset allocation strategy models ourselves. Our models can include cash alternatives, bonds, stocks, ETF's, alternatives, and more.

Also known as: Coastal Equities, Inc., Coastal Independent, Coastal Investment Advisors, Inc.

Primary location: New York United States