First Coast Financial Group

paul Munley 

on Google

2 months ago

Took the time to explain all aspects of the portfolio so that we could understand. Answered any questions we had and took the time to listen to concerns and was able to give examples of different situations. 

Charlie Pike 

on Google

2 months ago

First Coast Financial has handled my retirement for over 4 years now and I couldn't think of any better people to handle my money....Great Place and Wonderful people. 

Tamar Woodhouse-Young 

on Google

9 months ago

I felt comfortable and liked that they took time with me as if I had millions of dollars (I don't!). Many financial companies act like the everyday Joe has 1.7 million dollars to rollover for their retirement! They sat with me, explained my retirement "buckets" and explained my current financial position and my future financial position. I highly recommend them if you need "hand holding" like I did. 

Ana A 

on Google

a year ago

Thanks for the excellent care Bill and Kyle and your team at First Coast provide regarding my investments. Your expertise and consistent updates have been invaluable to me during these fluctuating market conditions. I particularly want to highlight how much I appreciate the Market Update YouTube videos you create. They have served as a fantastic resource! 

Michael McKeon 

on Google

a year ago

My wife and I moved our accounts to First Coast Financial Group three or four years ago. Prior to that our investments performed poorly, primarily because our financial advisor did not actively manage our account. Since joining first Coast Financial we have been very pleased with the performance of our investments, the professional attitudes of Bill and Kyle, and the friendliness of all of the staff. We are extremely satisfied.