Coastal Wealth - Fort Lauderdale, Florida

Coastal Wealth - Your Trusted Financial Advisors

Coastal Wealth is a renowned financial planning firm located at 1000 Corporate Dr #700, Fort Lauderdale, FL 33334, United States. With a phone number of 9549388800 and a website at mycoastalwealth.com, they are dedicated to providing top-notch financial planning, insurance, and investment services.

Specialties: Financial planner, Insurance agency, Investment service, Life Insurance Agency.

Other points of interest: On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Transgender safe space, Appointment required, Appointments recommended.

Opinions: This company has 134 reviews on Google My Business. With an average opinion rating of 3.4/5, Coastal Wealth has established a solid reputation for professionalism and quality service.

One satisfied client mentioned, '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.' This testimonial highlights the personalized attention and expertise clients can expect from Coastal Wealth.

👍 Reviews of Coastal Wealth

Giovanni R.

5/5

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.

Jason

1/5

Had a terrible experience with this company, one of their associates headbutted my friend in a restaurant. I've also heard they misappropriate client funds.

David S.

5/5

My experience was excellent! My advisor was knowledge, patient, never been to busy to quickly get back to me. I am not well versed in this arena, but they made me comfortable talking about my concerns. My advisor was terrific, I had a great experience, I would absolutely recommend them

Sebastian D.

5/5

I had a great experience working with an advisor who was able to be informative and compassionate throughout the entire process. They also gave my parents whole life insurance when other companies refused to cover them. Highly recommend working with Coastal Wealth.

Ar

5/5

I recently had the pleasure of working with an advisor from coastal wealth to obtain whole life insurance for myself and family. Coastal wealth did an amazing job getting us exactly what we needed. Their advisors were patient, understanding and incredibly knowledgeable. I would recommend them for any financial plan you’re looking for!

Garrett D.

5/5

I recently was in the market for a whole life insurance policy. I decided to work with an advisor from Coastal Wealth and turned out to be a great decision. The Coastal Wealth team did a great job of explaining the options and getting the policy the worked best for my needs. I look forward to working with them more in the future!

Caroline D.

5/5

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!!!

Brian C.

5/5

The premiums for the insurance is reasonable. In all I am pleased with the process and with the policy I purchased. Contacted My Coastal Wealth about life insurance. Filled out the application and was contacted within the next week. Talked to an agent on the phone and set up payments for monthly premium. Having shopped the last few month for life insurance finding a policy that I could afford and was qualified for was a very reassuring experience.. by far the best company in south Florida for life insurance