Coast Wealth Management Group

I would like to give a big shout out to the Coast Wealth Management Group and to Flavio Medeiros for the outstanding work Flavio did in fulfliing my needs for financial products. I was in need of diversifying my portfolio and Flavio hit a home run, out of the park. Flavio was very patient and did not push anything on me. He took the time to get to know me, what I wanted , my concerns and my goals. After several visits, he came up with a financial plan, explained everything to me , made sure I had a good understanding and was comfortable with this. Now I don't have to be as concerned about market volatility and can do what I should be doing in retirement: enjoying it. Thank you, Flavio and thank you Coast wealth. I look forward to our partnership for many , many years !
Mar 21st, 2024

Flavio was very helpful, knowledgeable, and personable. He helped my husband and I plan our future. He helped moved stuff around that we do not understand. He had to make several phone calls and trips to our house. Not everything thing in life is black and white, and he helped fill in the gray area. Now this burden was lifted from me and I have somebody to go too when need be. Thank you for your help. The Pothier's
Feb 23rd, 2024