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8AM - 5PM
575 E Main Rd, Middletown
Financial Advising
“I had the pleasure of speaking with Senior Vice President Kara Museler today. Kara is an outstanding CFP in every way - sharp, super knowledgable about asset management, taxes, and retirement planning, and very compassionate. She truly has her clients’ best interests at heart. I highly recommend working with her.”
Financial Advising
Financial Advising
“Absolutely phenomenal! Dave and his entire team are wonderful to work with and do a tremendous job of making sure we understand everything we do with them and that we are fully satisfied with the services we receive. Cannot recommend coastal financial and island tax associates enough”