COASTAL FINANCIAL STRATEGIES, LLC is a financial advisory firm registered in the state of Florida, providing expert guidance on various financial matters including retirement planning and business sales. Established on March 13, 2018, as per Florida's official registry with Filed Number L18000063686, it operates from its mailing address located at C/O MICHAEL SOUSOU, 165 WELLS ROAD, ORANGE PARK, FL. The company is classified under FLAL company type and maintains an active status in Clay County.
With a firm commitment to offering personalized financial strategies, COASTAL FINANCIAL STRATEGIES prides itself on delivering attentive service designed around the client's unique schedule, circumstances, and objectives. This approach ensures a robust understanding of individual client needs, enabling the provision of tailored solutions after diligent exploration of numerous options. The company emphasizes building long-term relationships with clients to periodically review and adjust strategies in alignment with evolving financial landscapes.
The firm's operations are overseen by its Managing Directors, Michael Sousou and Sawsan Sousou, ensuring consistent leadership aligned with its core mission of securing financial futures through practical and approachable advice. Unlike MML Investors Services, LLC, COASTAL FINANCIAL STRATEGIES is independent in its affiliations and structure.
Prospective clients are encouraged to engage with Coastal's team of Financial Services Representatives who are prepared to assist in formulating a comprehensive plan for financial security. For inquiries or consultations, interested individuals can connect via email through their official website (coastalfinancialstrategies.com) or by phone at the listed numbers: 904-621-0445, 904-579-4155, and 904-998-7300.
KEY FACTS ABOUT COASTAL FINANCIAL STRATEGIES, LLC
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US Businesses
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Companies in Florida
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Clay County Companies
- Company name
- COASTAL FINANCIAL STRATEGIES, LLC
- Status
- Active
- Filed Number
- L18000063686
- FEI Number
- 82-4827594
- Date of Incorporation
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March 13, 2018
Age - 8 years
- Home State
- FL
- Company Type
- Florida Limited Liability
CONTACTS
- Website
- http://coastalfinancialstrategies.com
- Phones
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(904) 621-0445
(904) 579-4155
(904) 998-7300
COASTAL FINANCIAL STRATEGIES, LLC NEAR ME
- Principal Address
- C/O MICHAEL SOUSOU,
165 WELLS ROAD,
ORANGE PARK,
FL,
32073,
US
See Also