SouthCoast Financial Group 84 Faunce Corner Road, Dartmouth, MA 02747
About the Business
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SouthCoast Financial Group, located at 84 Faunce Corner Road in Dartmouth, Massachusetts, is a finance institution dedicated to bringing confidence, comfort, and control to your financial future. Specializing in wealth management services for clients in the Southcoast region of Massachusetts and Rhode Island, our team is committed to providing personalized solutions to help you make the most of your retirement. Whether you are looking to secure your future, protect your assets, or simply enjoy retirement to the fullest, our experienced advisors are here to help. Contact us for a free 15-minute strategy session or to learn about upcoming events tailored to your unique financial needs. Trust SouthCoast Financial Group to help you achieve financial security and peace of mind.
Photos
Location & Phone number
84 Faunce Corner Rd Suite 310, Dartmouth, MA 02747, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Nick and team at SouthCoast Financial Group offer outstanding service. I am happy with everything they have done for me, and regularly refer my own clients to them for all insurance and financial planning needs."
"I Have had the privilege of working with Nick as my insurance agent and broker for a significant period of time, and I can confidently say that he is nothing short of exceptional. From the moment I first engaged with him, I have been consistently impressed by his professionalism, expertise, and unwavering commitment to understanding my unique needs. I cannot express enough how fortunate I feel to have Nick . His genuine concern for my well-being, his willingness to understand my needs, and his dedication to providing the best possible financial solutions have made him an invaluable resource. I wholeheartedly recommend him to anyone seeking insurance, financial guidance and support. With him, you can expect a trusted partner who prioritizes your best interests above all else. Thank you for your outstanding service!"
"Nick has always gone above and beyond when guiding my family through life changing decisions. From helping me start my business to little things such as helping us break down expenses and see what we can budget for monthly expenses. Nick is always a phone call away. If you’re looking for someone to help you with money and expenses, he is the guy. My favorite part about dealing with Nick is he is straightforward and honest, even if you don’t understand he will explain it until it’s understood. Thank you Nick for always pointing my family in the right direction."
"Nick and his team have been an excellent resource as I’ve navigated through retirement investments, life insurance, home buying and general financial questions. They are always quick to respond and have made me feel more comfortable about making decisions regarding my finances. Would recommend!"
"I have really enjoyed working with Nick towards my retirement goals. He has been very straight forward and honest with me. I didn't know that there was so much involved in preparing for retirement and little by little he has supported me with all my doubts, questions, more questions and yet more questions. I would recommend him to any one needing a financial expert."
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- Financial Consulting
- Financial Advisor
- Tax Advisor
- Audit & Consulting
- Affordable Housing Financing
- Asset Protection
- Elder Law Financing
- Finance Advisor
- Financial Planning For Seniors
- Financial Security
- Independent Living Financing
- Individualized Wealth Management
- Investment Services
- Long Term Care Planning
- Personalized Investment Advice
- Retirement Income
- Retirement Planning
- Retirement Strategies
- Senior Financial Planning
- Seniors Financial Goals
- Small Business Financing
- Tax Planning For Seniors
- Wealth Management
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