Reviews for Flavio Medeiros

31 Certified Advisor Reviews™

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 7, 2025
Flavio Medeiros has been excellent to work with throughout my rollover to reinvesting my money. I feel he is not only honest but a hard worker. I feel fortunate to have met him since I was new to the area and he has been very helpful! The best part is that he is making me money!
Relationship to Financial Advisor: Client as of Sep 7, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Karen Ballentine
Karen Ballentine

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 3, 2025
We recently started working with Coast Wealth Management Group in Myrtle Beach, and specifically with Flavio Medeiros, and we couldn’t be happier with the experience. Flavio has done a wonderful job taking over as our financial advisor. He takes the time to clearly explain the decisions we need to make regarding our 401(k)s and IRAs, making sure we fully understand our options without ever feeling pressured. What we appreciate most is his approachable style—everything is explained properly and in a way that makes sense. Flavio also keeps in regular contact, listens to the types of investments we’re interested in, and makes sure our financial goals remain the priority. We highly recommend Flavio Medeiros and Coast Wealth Management Group to anyone looking for a knowledgeable, trustworthy, and client-focused advisor.
Relationship to Financial Advisor: Client as of Sep 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Keith Marin
Keith Marin

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 3, 2025
Flavio Medeiros was recommended to us, and we were impressed with him from our first meeting. Flavio listened to our goals and concerns and provided guidance that allowed us to make the best decisions for us. We have confidence that we are in the right investing hands with Flavio’s expertise.
Relationship to Financial Advisor: Client as of Aug 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mary Blake
Mary Blake

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 3, 2025
We just started working with Flavio and feel so much more comfortable than with our previous advisor (different company). He is easy to understand and offers options that make sense to us. We are ready to enjoy our retirement!
Relationship to Financial Advisor: Client as of Aug 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Andrea Keliher
Andrea Keliher

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 2, 2025
Flavio does a wonderful job. He is there for you and explains everything.
Relationship to Financial Advisor: Client as of Aug 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Linda Sterns
Linda Sterns

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 2, 2025
Exceptional, financial advice, and future planning
Relationship to Financial Advisor: Client as of Aug 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for kyle guenette
kyle guenette

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 6, 2025
Flavio has been great at helping me get organized for my retirement.
Relationship to Financial Advisor: Client as of Jul 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mary Scully
Mary Scully

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 6, 2025
Coast Wealth Management and Flavio have been a great addition to our retirement and investments funds decisions. If you need help with complex decisions concerning financial needs and investment advice, I highly recommend Coast Wealth Management Group.
Relationship to Financial Advisor: Client as of Jul 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for George Schubert
George Schubert

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 8, 2025
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!
Relationship to Financial Advisor: Client as of Feb 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Nicole Maliszewski
Nicole Maliszewski

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 22, 2024
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!
Relationship to Financial Advisor: Client as of Oct 22, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Susan Provost
Susan Provost

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 20, 2024
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!
Relationship to Financial Advisor: Client as of Oct 20, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Cookie McMillan
Cookie McMillan

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 30, 2024
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
Relationship to Financial Advisor: Client as of Sep 30, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dawn Morea
Dawn Morea

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 18, 2024
Very professional service. Got me better than what I expected.
Relationship to Financial Advisor: Client as of Sep 18, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kevin Robitaille
Kevin Robitaille

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 18, 2024
Great
Relationship to Financial Advisor: Client as of Sep 18, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sara Worley
Sara Worley

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 11, 2024
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
Relationship to Financial Advisor: Client as of Aug 11, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for bill hatch
bill hatch

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 7, 2024
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.
Relationship to Financial Advisor: Client as of Aug 7, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for June Schubert
June Schubert

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 7, 2024
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!
Relationship to Financial Advisor: Client as of Aug 7, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Just Vonna
Just Vonna

5 Stars

✅ Wealthtender Certified Advisor Review™
Mar 23, 2024
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 !
Relationship to Financial Advisor: Client as of Mar 23, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for david valentine
david valentine

5 Stars

✅ Wealthtender Certified Advisor Review™
Mar 7, 2024
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
Relationship to Financial Advisor: Client as of Mar 7, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Donna Pothier
Donna Pothier

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 11, 2024
Very easy process!! Easy to deal with too!! Will definitely recommend!!
Relationship to Financial Advisor: Client as of Feb 11, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ron
Ron

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 3, 2023
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.
Relationship to Financial Advisor: Client as of Dec 3, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Judy Kaminski
Judy Kaminski

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 28, 2023
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
Relationship to Financial Advisor: Client as of Nov 28, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Anna Bryant
Anna Bryant

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 28, 2023
Flavio he's the man. Just a phone call away questions he's got the answer
Relationship to Financial Advisor: Client as of Nov 28, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jorge Rodriguez
Jorge Rodriguez

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 26, 2023
Flavio was a huge help to me at the last minute, and worked with me seamlessly in getting the tasks done
Relationship to Financial Advisor: Client as of Nov 26, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kate Magill
Kate Magill

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 23, 2023
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
Relationship to Financial Advisor: Client as of Aug 23, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Leola Wilson
Leola Wilson

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 17, 2022
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!
Relationship to Financial Advisor: Client as of Nov 17, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Marc Schantz
Marc Schantz

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 3, 2022
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.
Relationship to Financial Advisor: Client as of Oct 3, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Thomas Jones
Thomas Jones

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 4, 2022
Its great I like it...
Relationship to Financial Advisor: Client as of Aug 4, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Loran Reaves
Loran Reaves

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 15, 2022
Charter Financial Group is so helpful. Definitely will help you make the best decision and safe you money.
Relationship to Financial Advisor: Client as of Jul 15, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Thea Sweeney
Thea Sweeney

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 11, 2022
It was great working with Charter and Flavio recently to update my life insurance. He was very helpful and got me great rates. I recommend this agency to anyone in the Myrtle Beach area!
Relationship to Financial Advisor: Client as of Jul 11, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Lisa Sweeney
Lisa Sweeney

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 11, 2022
   
Relationship to Financial Advisor: Client as of Jul 11, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Essy Piazza
Essy Piazza