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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 |
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.
I have worked with Coastwise Capital since 2018, through major life changes. They have walked with me through divorce, buying and selling homes and personal hardships. They have always been professional, kind, and proactive. What stands out is how they care about me as a whole person, not just the financial side. I trust them completely and would recommend them to anyone!
I've been a Coastwise Capital Group client for 19 years. The personalized service I've received from Scott, Brad, and the staff there throughout the years has been exceptional. If you're looking for an investment management firm in the La Jolla area, I strongly recommend them.
I have been a customer of Coastwise Capital Group for several years and I would like to share my experience with others who may be looking for a top notch financial advisory group. The quality and commitment of their business make them # 1 in my life. Their communication is five star, their willingness to provide sound financial advise is gladly provided, and their thoroughness is exemplary. Coastwise offers trust and competency, which is a great combination.
Frequently asked questions about Coastwise Capital Group
How is Coastwise Capital Group rated?
Coastwise Capital Group has a 4.5 star rating with 8 reviews.
When is Coastwise Capital Group open?
Coastwise Capital Group is closed now. It will open tomorrow at 9:00 a.m.
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