SouthCoast Financial Group

Mar 2024

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...read full review

Mar 2024

I had the pleasure of meeting Nick Daddona approximately two years ago when I was contemplating early retirement before reaching the age of 62. At that time, I sought advice on the feasibility of retiring given my financial circumstances.Nick meticulously reviewed my entire financial portfolio. Following our comprehensive assessment, he assured me that my family and I would be well-positioned if I chose to retire early. This reassurance was a tremendous relief, especially coming from a financial advisor.Fast-forward to today—I am happily retired, and never forgot Nick with the help he gave me. When I recently needed financial guidance, he was my first and only choice....read full review

Mar 2024

We are extremely grateful to Nick and his team for their assistance with our retirement finance goals. His expertise and kindness made us feel confident and comfortable about our financial future. We highly recommend Southcoast Financial Group and Nick Daddona to others planning for their retirement.