Dan Regan's Contact Details

Dan Regan's Company Details

Coastline Trust Company

N/A, , US • 10 - 19 Employees
Investment Bank/Securities Brokerage

Coastline Trust Company is a boutique trust and investment company based in Providence, RI with clients spread out across the country and in Europe. We are responsible for assets totaling over $1.8 billion dollars comprised primarily of fixed income and equity investments.Our goal is to provide clients with exceptional service and to assist them in meeting their financial objectives. We endeavor to make things as simple and as convenient as possible.A team of professionals comprised of three investment officers, a senior trust officer, and a highly competent administrative support staff work to move you closer to your goals. We provide comprehensive wealth management services including:Investment CounselingRetirement PlanningTrust & Estate ServicesCollege Funding PlanningFinancial PlanningCustodial and Bill Paying Services