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Coastwise Capital Group
- Financial Services
- San Diego, CA
About this business
Location details
1025 Prospect St #380, Ste 380, San Diego, CA, 92037, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
As a newly single woman, I researched wealth management companies to help guide me through the sometimes murky financial climate. I ultimately chose Coastwise Capital Group because they were a smart, accessible and responsive group. That was several years ago and I have not regretted my decision for a moment. They guide me as a team comprised of talented and knowledgeable individuals who make my life much less stressful and keep me moving in the right direction as life throws curveballs. I wholeheartedly recommend them espec... read more
I’ve been a client of Coastwise for years. The advisory is excellent and has supported my goals and needs along every step of my path. Highly recommended.
I've been a client since 2021 and been happy with their service. They helped train my financial mentality to see things a little differently than I had been, which lowered my general anxiety level about money. They have been thoughtful about understanding my financial needs and tailoring an investment plan accordingly, and talk to me about any changes they'd like to make. Conversely, I can (and do) call them to discuss markets and opportunities when necessary. For me, a nice aspect of having Coastwise to have people who are ... read more
Coastwise Capital is an exceptional organization. The whole team leads with kindness and compassion which is a wonderful add on to amazing financial planning. This combination makes them the best of the best.
A great financial advisory firm that takes the time to understand my needs and interests. They put together a financial plan and I don't have to worry at all.
Frequently asked questions about Coastwise Capital Group
How is Coastwise Capital Group rated?
Coastwise Capital Group has a 4.6 star rating with 11 reviews.
When is Coastwise Capital Group open?
Coastwise Capital Group is closed now. It will open at 9:00 a.m.
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