James J. Giordano, Jr.
Managing Member
Coastal Wealth Management, LLC
445 Brick Blvd Ste 105
Brick, NJ 08723, US
Professional Profile
James is a licensed professional who will objectively analyze your investments and help you create a financial plan designed to meet your unique goals. He invites you to schedule a complimentary, no-obligation appointment and gain valuable information on financial planning topics, including:
403b and 401(k) Rollovers
Retirement Income Planning
Mutual Funds & 529 Plans
Brokerage and advisory
Market-Linked CD’s
Tax-Deferred & Tax Advantaged Accounts
Life & Long-Term Care Insurance
Wealth Transfers
Business & Retirement Services
“As a Private Wealth Advisor my goal is to help my clients develop, implement, and navigate a well-balanced investment strategy in an effort to accomplish their goals and objectives. My job is not only to help increase returns, but also help better the quality of my clients’ life.”
Series 7 – Securities Representative
Series 66 – Investment Advisor
Retirement Income Certified Professional – RICP®
Registered Social Security Analyst- RSSA®
Educational Background:
Immaculata University – Bachelor of Science in Finance
445 Brick Boulevard
Suite 105
Brick, NJ 08723
Phone (732)-243-0001
Fax (732)-243-0002
E-mail james.giordano@mybd.com
Areas of Expertise
- Financial Professional
- Insurance Agent
- Investment Advisor
- Private Client Advisor
- Retirement Specialist
- Wealth Manager
Real Stories from Real People
Most People Leave Money on the Table
96%
Don't Optimize
Very few people get all the Social Security they deserve.
$111,000
Is Lost
The average household is losing $111,000 in potential income.
1 Chance
To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
