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Coastline Wealth Management

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About

Financial Planner
Finances can be complicated, especially if you’ve been trying to do it all yourself. Our clients are just like you – they’re investing to build wealth, trying to make good decisions to protect their family, preserve their assets, and plan for long-term goals. We remove the frustration of financial planning. Our team coordinates all the moving pieces to help get you to a place of freedom. Imagine tomorrow’s possibilities without worry or uncertainty. Ask questions. Dream big. Step into your future with confidence.

Location

Coastline Wealth Management
1303 Main St, Port Jefferson, NY
11777, United States

Hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed

Reviews

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4.5
1,821 reviews
5 stars
918
4 stars
467
3 stars
410
2 stars
25
1 star
1

What are people saying?

AI-generated from recent customer reviews

Food Quality

Customers generally enjoyed the food, noting it was fresh and tasty, although there were some complaints about specific items being cold or not prepared correctly.

Customer Service

Service quality was inconsistent; while some staff were praised for being friendly and helpful, others were reported as rude or indifferent.

Cleanliness

The restaurant was frequently described as clean, with positive remarks about the overall hygiene and condition of the facility.

Coupon Issues

Several customers expressed frustration over the refusal to accept coupons and issues with online orders, leading to dissatisfaction.

Operational Hours

There were complaints about unclear operational hours and being turned away before closing time.