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NEWS > Happy 7th Anniversary Coastal Bridge Advisors!

Happy 7th Anniversary Coastal Bridge Advisors!

October, 17, 2015:  Seven years ago we stepped out of Merrill Lynch and into the world of independence where we can truly serve in our clients’ best interest. As we continue our mission of offering the best service to our clients, we want to thank them for their confidence and support, we couldn’t have done it without you!

October 2015