Coastal Wealth is one of the largest insurance and wealth management firms in the Southeastern United States with 27 field offices in key markets throughout Florida and Georgia. Our panel of experienced advisors can offer a broad range of protective plans to guard against the loss of personal income and business revenue. Long-term Care programs. Short/Long Term Disability Insurance. Cash Value and Term Life products. Retirement strategies. Fixed & Variable Annuity products.
The firm’s team is comprised of over 450 advisors, managers, and support staff. The firm services over 200,000 clients with $10 Billion of assets under management. The firm’s headquarters is based in Ft. Lauderdale, FL.
Professional building next to WPTV local station.