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Market volatility scares investors. One of the great things about being an advisor at Coastal is having access to many conservative and low risk investments that can give my members peace of mind.

- Martin Gabel
CFP®, Financial Advisor
Financial Advisors - Our experienced professionals listen and help you make the right financial decisions. Talk to an advisor today. Upcoming Seminars - Learn how to prepare for retirement with our Wealth Management seminars. Or, save money on home buying with our realty seminars. Financial Management Center - Use online tools to help you plan and make financial decisions.

Wealth Management

Get started on your future with Coastal's Wealth Management services.

What is Wealth Management?
Wealth management is the process by which someone creates a plan to simultaneously grow and protect their financial assets. Coastal Wealth Management provides members with a full range of financial services to create and implement their financial plan. These services include retirement planning, investment planning, investment management, estate planning, trust services and insurance.

Who is it for?
Everyone can benefit from wealth management. It is a lifelong process, whether you are just starting out in the work force, getting ready for retirement or managing your retirement income, everyone can reap the benefits from smart wealth management. Using a planning process can keep you ahead of the financial game as well as keeping you focused on your goals.

Why Coastal?
Coastal's Wealth Management sets itself apart in three ways:

  • We have salaried advisors
  • We provide unbiased advice
  • No proprietary products

Now what?
To get started with the financial planning process you can attend one of our seminars or set up an appointment with one of our financial advisors.


Login to Your Investment Accounts

Login to Your Investment Accounts

Access Member Portfolio View, eVISION, and My eDocuments Suite. Learn More
Investments

Investments

Build your portfolio and watch your capital grow with Coastal's expert investment strategies and guidance. Learn More
Retirement & Financial Planning

Retirement & Financial Planning

Coastal Wealth Management offers comprehensive Retirement and Financial Planning services. Learn More
Insurance

Insurance

From your home to your car, to the well being of your family when tragedy strikes, you can never be too prepared. Coastal offers the expertise to let you rest easy. Learn More
Trust Services

Trust Services

Be prepared to direct assets for your benefit and care in case you fall victim to an unfortunate illness or worse. Coastal Trust Services provides an array of services designed to ensure the best plan. Learn More

Available through CUSO Financial Services L.P. Located at Coastal Federal Credit Union. Trust Services offered through Member's Trust Company. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members. FR071007-11F4 Representative is not an attorney. For legal questions, including a discussion about estate planning or trusts, please consult your attorney.