About Coastal Wealth
Reviews for Coastal Wealth
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Coastal Wealth provides exceptional service and expertise in financial planning. Advisors are knowledgeable, patient, and willing to go above and beyond to meet clients' needs. The company offers a low-pressure experience, and advisors are available to meet on weekends. The team is dedicated and provides thorough guidance, teaching new employees and exceeding clients' expectations. With specialists in various financial services, including insurance and investments, Coastal Wealth offers a comprehensive approach to financial planning, ensuring a smooth and satisfactory process.
I was approached by a Coastal Wealth professional while at a restaurant and after a small conversation, I decided to take the meeting. Thankfully I did! Matthew was professional from start to finish and helped me with all of my insurance planning that I had been putting off for years. I plan to continue working with this firm for all of the financial planning needs.
I am so pleased with this company. My advisor was willing to meet with me on a Saturday to help me with my insurance needs. That is the type of dedication my family and I appreciate. I can’t believe the degree to which Andre went above and beyond to help us with our goals! Thank you!!!
I"m currently working for Coastal Wealth as a summer intern and the experience is great. Everyone is very knowledgeable in financial services and they have taken the time to teach me.