Coastal Wealth Management Services
Coastal Wealth Management Services is committed to providing quality investment advice and selection. We always strive to provide investment options at a cost that is reasonable and affordable. We can assist you in every phase of the investment process including retirement planning and roll-overs from qualified plans.
- Summary
Some of the investment products we offer are:
- 401-(k) and pension rollover
- MEMBERS Managed Accounts
- IRA Accounts
- IRA Transfer
- College Savings Plans
- Mutual Funds,
- Stocks & Bonds
- Investment Planning and Portfolio Review
- Tax-advantaged Financial Planning
- Retirement Planning
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Trust services available through MEMBERS Trust Company. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR100821-C44D
