Flavio is amazing at his job and so personable! He has helped me and my husband so much so far and we’ve only begun our journey together. I would recommend him as a financial advisor to anyone who needs it, especially younger people who many advisors look over!

Flavio was terrific the past year helping me with changing plans due to a move. Then again after the need to update my plan for the coming year!

Flavio has been more than helpful in transitioning and managing my accounts. He has made himself available to me and explained things for this math idiot in a way I can understand. Would highly recommend him to be your financial advisor, I know I’m glad he is mine!

I was not happy with my previous advisor. Then I met Flavio, he put my mind at ease, made me feel like an actual person not just someone investing my money. Felt like I have known him all my life. Very happy with my decision! I highly recommend him. I have referred 2 people to him already! Thanks Flavio

Very professional service. Got me better than what I expected.

Great

Flavio is always available to answer any questions you have. He gets back to you quickly. We feel confident that he is going to invest our money wisely

We have been very pleased working with Flavio to achieve our financial needs. He has explained our investments throughly to us and has always quickly gotten back to us on questions we have had. He has also met with us whenever it was necessary to sign paperwork or go over our accounts with us.

Flavio is wonderful! He has always been so helpful and genuinely seems to care about what decisions we make. We have been very happy and satisfied him and the services he provided!

I would like to give a big shout out to the Coast Wealth Management Group and to Flavio Medeiros for the outstanding work Flavio did in fulfliing my needs for financial products. I was in need of diversifying my portfolio and Flavio hit a home run, out of the park. Flavio was very patient and did not push anything on me. He took the time to get to know me, what I wanted , my concerns and my goals. After several visits, he came up with a financial plan, explained everything to me , made sure I had a good understanding and was comfortable with this. Now I don't have to be as concerned about market volatility and can do what I should be doing in retirement: enjoying it. Thank you, Flavio and thank you Coast wealth. I look forward to our partnership for many , many years !

Flavio was very helpful, knowledgeable, and personable. He helped my husband and I plan our future. He helped moved stuff around that we do not understand. He had to make several phone calls and trips to our house. Not everything thing in life is black and white, and he helped fill in the gray area. Now this burden was lifted from me and I have somebody to go too when need be. Thank you for your help. The Pothier's

Very easy process!! Easy to deal with too!! Will definitely recommend!!

Working with Flavio Medieros was a great experience. So comfortable and so knowledgeable. I was very pleased with the end results as well. Everything was explained to me so that I could easily understand the process. Also, its nice knowing you have someone to contact and they will be there for you.

Flavio he's the man. Just a phone call away questions he's got the answer

Very knowledgeable on Medicare and supplements. He gave us options on supplement plans that took into account our health, dental and vision needs We did not at any time feel pressured to use one plan over another. Flavio was able to answer my questions. If he did not know an answer he would research the information and get back to me quickly. He was also very helpful in consolidating my retirement plans. I would have been very lost without his help. All communications were clear and concise. I would definitely recommend Flavio for your financial and Medicare needs

Flavio was a huge help to me at the last minute, and worked with me seamlessly in getting the tasks done

To whom it may concern! I am very satisfied with the service and care received with this company. My experience with my agent was very professional and helpful. Leola Wilson

I very much appreciated Flavio's patience with me. He made every effort to make my wife and I understand and feel comfortable with the investment products which would help us in our retirement!

Flavio is very helpful with direction in my financial as well as my health care concerns. He is always available to answer questions or send necessary forms I need. I am confident I am heading in the right direction with Charter Financial on my side.

Its great I like it...

Charter Financial Group is so helpful. Definitely will help you make the best decision and safe you money.