Coastal Wealth Corporate Dr, Fort Lauderdale

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!

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.

Success begins at the top and the leadership team at Coastal Wealth is outstanding! Jeremy, Harris, and their executive team have built a firm designed specifically to meet the financial goals, needs, and objectives of its clients. A true holistic approach to financial planning which can very easily be overlooked in this industry.

Last week I had the pleasure of working with Jamie Long and his team of financial planners, and my wife and I couldn’t be happier with the services we received. They were knowledgable and attentive and left us feeling happy with our decisions. excellent firm and 5 star service!

Most financial planning firms in the industry call themselves comprehensive planners, but in reality only manage assets or only sell insurance. With Coastal Wealth, not only do they provide comprehensive planning solutions to their clients, they also provide a platform for their advisors to flourish and succeed. Whether you are looking for financial planning services, wealth management, group benefits, or the full arsenal of protection products, there is not a better firm to work with or a better firm to work for.

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!

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

5 star customer service. I wouldn’t recommend any other group. Coastal Wealth exceeds expectations in all aspects of the game. I would feel comfortable working with every one of their advisors. If you want the best experience and best results, give this group a call.

Coastal Wealth helped me get a 30 year life insurance term. They were really professional and supportive throughout the process. Would highly recommend and am glad I decided to go through with this!

My advisor Corey R and I met at the office yesterday in plantation and set up college planning for my son and daughter. He was very thorough in explaining the benefits of the plan. My wife and I are very happy we went with CW and our advisor Corey!