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.
December 2022
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!!!
November 2022
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.
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.