About Seaside Wealth Management
Reviews for Seaside Wealth Management
Write a reviewHours
Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 4PM
Saturday: ClosedSunday: Closed
Seaside Wealth Management is a financial planning company that provides personalized service to its clients. The team, led by Matt Callahan, is known for being honest, straightforward, and hardworking. Clients appreciate the team's ability to understand their individual needs and develop tailored plans to achieve their financial goals. The company's expertise covers a range of areas, including college expenses, retirement planning, and business management. Whether clients are preparing for retirement, navigating a significant life change, or simply seeking financial peace of mind, Seaside Wealth Management is committed to providing guidance and support every step of the way. Many customers consider them their trusted "go to" for financial planning and investing, from the initial planning stages to deploying their family wealth for both short-term needs and long-term legacy building. The team’s professionalism and knowledge give clients confidence in their financial future. Their personalized approach and dedication make them a reliable partner in managing finances.
I am so grateful that my friend referred me to Matt. Seaside is surely a step up from what I had in the past. Although I have only met with Matt a few times, I consider him a friend. He's that type of guy! He has also introduced me to a whole new world of finance that I find fascinating, and could never navigate on my own. I rely on his expertise and experience, and I trust that he will only lead me in a direction that's right for me. Thank you, Matt!!!
Working with Brad and Matt and the Team at Seaside Wealth Management has been an exceptional experience. They are incredibly knowledgeable and thoughtful in how they approach every situation, but what truly sets them apart is how much they genuinely care about their clients.
They go far beyond what you’d expect from a financial advisory team, taking the time to explain, support, and guide with patience and clarity.
They are kind, responsive, and a joy to work with, and they make you feel completely at ease throughout the process.
Seaside doesn’t feel like just a firm you work with, it really feels like family.
It's been an honor working with Brad for several years. He's always friendly, efficient and you can hear his smile over the phone. We met Brad via Dave Ramsey's Endorsed Local Provider program. You should feel confident knowing he has the heart of a teacher.