Coastal States Wealth Management New Location in the Promenade
We are relocating our office!
We are excited to share that as of July 20, 2020 our team will be located in a new office space at 28 Promenade Street, Bluffton, SC 29910. We look forward to providing the same personalized financial service you have come to know, just in a fresh, new office space!
We are also excited to introduce Tracy Friedel to our team. Tracy joined us as a Client Service Associate on May 1, 2020. Tracy will work with Susan Butcher to maintain the high level of customer service you expect from our team.
Please be aware that our contact information has changed. Should you have any questions or concerns, you can reach us at (843)949-3040.
– Financial Planning
– Retirement Planning
– Investment Strategy
– Estate And Charitable Planning
LET’S UNCOVER THE POSSIBILITY
OF WORKING TOGETHER
OUR TEAM OF ADVISORS
