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A Commitment to Our Clients
At Coast Financial Group, we are a boutique financial firm dedicating ourselves to helping improve the lives of our clients as they move to and through retirement. We focus on getting to know each of our clients, their individual needs and desires, and, from there, building a long-term relationship founded in mutual trust and respect.
We do more than provide our clients with a financial plan. At Coast Financial Group, and as Investment Adviser Representatives of Commonwealth Financial Network®, we unwaveringly watch over our clients’ investments to make sure that they continue to move toward achieving their retirement goals. Since we remain small in size, we are able to give each client the high level of attention that we believe is critical during these volatile times. We are here to watch over and help protect what you have built so that you can enjoy the retirement you deserve.