Financial Planners near Dartmouth

“I spend my entire career of 36 years in The Boston building trades looking toward retirement. The work was tough. When there was O.T. nights, I stayed. Weekends ... I went it. I was fortunate to qualify for retirement at 58. I rolled my annuity into a variable rate account with the mega-giant firm you see on tv. Ameriprise. You have to take into consideration YOU are paying them, all their execs, thousands of staff and their perks, R.E. leases, and the ads you see everywhere. After 18 months of loses, they were getting more in fees than I was getting in interest. I was so lucky and am grateful to have found Nick and the staff at Southcoast Financial. Nick did an audit of my portfolio and quickly found some alarming fees, and staggering monthly charges only a financial pro could un-cover. Now I am back on track with Southcoast Finacial Group. The ride is smooth and my investment strategy/goals are profitable, easy to understand and stress-free. Nick is just a phone call away. Thanks Team.“

“Absolutely the best at what they do especially Gail Bourgault extremely helpful. Very pleasant to work with. Thank you for everything you do!!!“