Coastal Bridge Advisors

Milford, Connecticut

5.0 (10 reviews)
Call (203) 693-8525 Visit website →

About

Coastal Bridge Advisors is an independent, fiduciary wealth management firm based in Milford, Connecticut, offering estate planning, financial planning, and investment management services to individuals, families, business owners, and institutions. Founded by partners with over 100 years of combined financial experience, the firm is part of the Focus Financial Partners network and emphasizes comprehensive, client-centered planning that considers life goals alongside investment strategy. As fiduciaries, the firm operates under a standard of care prioritizing client interests without product sales incentives.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-4:30PM, Tuesday: 8:30AM-4:30PM, Wednesday: 8:30AM-4:30PM, Thursday: 8:30AM-4:30PM, Friday: 8:30AM-4PM, Saturday: Closed
SEC registered
No
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