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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.