Coastline Complete Wealth
3 Celadon Drive, Beaufort, SC 29907
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
Photos
Location & Phone number
3 Celadon Dr Suite A, Beaufort, SC 29907, United States
About the Business
Coastline Complete Wealth is a leading financial institution located at 3 Celadon Drive in Beaufort, South Carolina, United States. Specializing in wealth management and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Coastline Complete Wealth provides personalized solutions tailored to your individual needs. Trust us to guide you towards financial success and security.
Reviews
"Brandon and Brenda have provided us with excellent service and results. At a time when I needed extra special support, Brandon rose to the occasion and helped me with my son's financials after he passed. They are a great team."
"Choosing the right financial management team is one of the most crucial decisions we make. I needed someone I could trust. I needed someone to be attentive and meticulous. Brandon and Brenda are your teammates. They are just as passionate about your financial success as you are. They treat you like family."
"My wife and I have been with the team of Brandon Cox and Brenda Vellia, his client relationship manager, for close to 7 years and have been completely satisfied and most comfortable with how our investments are being handled. They really get to know you and what your tolerance for investment risk is and custom tailor an approach and strategy that lets you sleep at night especially in a down market. Customer-centric is also how I would describe their style and investment "churn" is not in their vocabulary. We highly recommend this team !"
"Brandon and Brenda are amazing people, and they take the time to get to know their clientele. They have our best interests in mind and keep us informed of anything that needs our attention. They are very personable and make everything understandable in regard to our accounts. I am very confident in their handling funds and suggest you give them an opportunity to show you exactly what an awesome company this is."
"Brandon and Brenda are amazing. Brandon is very organized, thoughtful and creative. He has employed effective strategies that have led to solid financial gains for my family's investments, and provided advice to help offset our tax burden. I highly recommend Coastline!"
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