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About Coastline Enterprises

Coastline Enterprises has been serving the Hampton community with trusted financial services for over a decade. Our commitment to excellence and client success has made us a leading financial advisory firm in Virginia.

  • Secure Financial Planning

    Comprehensive financial strategies tailored to your unique goals and risk tolerance for long-term security

  • Investment Management

    Expert portfolio management and investment advice to maximize returns while managing risk effectively

  • Wealth Preservation

    Strategic approaches to protect and grow your assets through market cycles and economic changes

Located in the heart of Hampton, VA, we understand the unique financial needs of our coastal community and provide personalized solutions that align with your lifestyle and aspirations.

Satisfied Clients trust our financial expertise

Portfolios Managed with proven success

Hours Of Support dedicated client service

Years Experience financial excellence

Financial Services

Explore Our Financial Solutions

Investment Planning

Strategic investment solutions tailored to your financial goals, risk tolerance, and time horizon for optimal growth and security.

Retirement Planning

Comprehensive retirement strategies to ensure financial security and maintain your desired lifestyle through retirement years.

Wealth Management

Professional wealth management services to preserve, grow, and transfer your assets according to your personal objectives.

Tax Planning

Strategic tax planning to minimize liabilities and maximize after-tax returns through careful analysis and proactive strategies.

Estate Planning

Comprehensive estate planning services to protect your legacy and ensure your assets are distributed according to your wishes.

Risk Management

Advanced risk assessment and management strategies to protect your financial future from unexpected events and market volatility.

Start Your Financial Journey

Take the first step toward financial security and growth. Our expert advisors at Coastline Enterprises are ready to help you build a comprehensive financial plan tailored to your unique goals and circumstances.

Schedule Consultation

Client Testimonials

What Our Clients Say

Robert Chen

Business Owner

Coastline Enterprises transformed our retirement planning. Their strategic approach helped us secure our financial future while maximizing our investment returns beyond our expectations.

Sarah Johnson

Medical Professional

The team at Coastline provided exceptional guidance for our estate planning. Their attention to detail and comprehensive approach gave us complete peace of mind for our family's future.

Jennifer Rodriguez

Retired Engineer

Their investment management expertise helped grow our portfolio significantly while maintaining appropriate risk levels. Professional, responsive, and truly client-focused service.

Michael Williams

Corporate Executive

Coastline's tax planning strategies saved us thousands annually. Their proactive approach and deep financial knowledge have been invaluable to our financial success.

David Thompson

Small Business Owner

As a business owner, I needed comprehensive financial guidance. Coastline Enterprises delivered exceptional service across investment, retirement, and business succession planning.

Amanda Parker

Education Administrator

The personalized approach and ongoing support from Coastline Enterprises have been remarkable. They truly understand our financial goals and work diligently to help us achieve them.

Our Financial Experts

Meet Our Expert Team

James Wilson

Chief Financial Officer

Lisa Martinez

Investment Director

Thomas Reynolds

Wealth Manager

Rachel Adams

Financial Planner