Reviews for Seaside Wealth Management

Write a review
  • Aug 2024

    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.

Photos

Add a Photo
Seaside Wealth Management
View All Photos

From Seaside Wealth Management

At Seaside Wealth Management, our mission – in fact, our passion – is to provide superior personal service and outstanding financial planning for our clients. Our clients value the personal strategies and partnership we provide so they can make informed decisions about their financial future. We help individuals and families who are preparing for their future – college expenses, retirement needs; business owners who want to focus their time on running their business and need to delegate to a trusted advisor; women who are on their own – possibly widowed or going through a divorce; and people getting ready to retire who want to ensure they don’t outlive their money over the next twenty plus years.

Hours

Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 4PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 5/5

Seaside Wealth Management

6154 Innovation Way, Carlsbad

Directions Appointment Call Website Suggest an Edit
badge
Get your award certificate!