ABOUT US

We Ask, We Listen, We Educate

OUR PROCESS

Helping you towards a better financial future

Coastline Financial Group’s main goal is to have a positive impact on our client’s lives by helping them to achieve their goals. Our firm strives to provide financial peace of mind no matter what stage you are in … pocket sized or vast wealth, we are here to guide you every step of the way.

Coastline Financial Office building
CFG - 5 step process graph

WHERE WE DO BUSINESS

Please inquire if you do not see your state

US Map - where we do business
Disclosure

Barbara Bobbin-Wilkinson and Brion P. Kavanagh are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of New Jersey. No insurance business may be conducted outside the specific state referenced.

Barbara Bobbin-Wilkinson and Brion P. Kavanagh are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC. a licensed Insurance agency and a New York Life company In this regard, this communication is strictly intended for individuals residing in the state of New Jersey. No offers may be made or accepted from any resident outside the specific state referenced.

Coastline Financial Group, LLC, is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Coastline Financial Group LLC, nor its employees, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.