Coastal Wealth, A Massmutual Firm

Employees

1 - 10

Annual Revenue

Undisclosed

Hourly Rate

Undisclosed

Coastal Provides objective, independent, and integrated fashion to a affluent individuals, business owners ,single-source wealth management agency for successful executives, medical doctors, business owners, and the those in the Marine industry. Coastal Wealth offers omission and Premeditated management of each aspect of financial lives of the client . Most clients work with Coastal as their Financial Life Managerluding retirement planning, asset management, risk management, estate planning, and coordinating all aspects of their financial lives.

Miami,fl
Service Focus
Service Lines
12%
22%
9%
26%
11%
21%
Market Research
Pitch Decks
Business Plans
Business Consulting
Marketing
Other
Industry Focus
11%
15%
36%
38%
Industrial
Consumer
Healthcare
Other
Verified Reviews
2.2
10 Reviews
2.2

Positive: Professionalism, Quality, Value

BN

Brennan Nelson

2.2

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

BC

Brian Cardozo

2.2

Positive: Quality

bk

brooke kahn

2.2

Great company, they are doing extremely well with my portfolio.

DR

Douglas Rios

2.2

Critical: Quality

ED

Edo Deko

2.2

Joe Singer is famous for being a terrible person. No matter how much money you throw at the problem, it isn't going away.

H

Harrison

2.2

Completely unprofessional.

ML

Moses Lee

2.2

Coastal Wealth is blend of a boutique firm and a big corporation. You feel like family as soon as you walk in!

RP

Roy Perez

2.2

Critical: Professionalism, Quality, Responsiveness, Value

TA

Timothy Atchison

2.2

You can run but you can't hide

V

Velspy