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Coastal Strategic Capital
- Investment Service
- Charleston, SC
About this business
We want to make the most significant impact on our community by educating and empowering individuals, families, business owners, and medical professionals. That is why we are different from your average advisor. To us, being a financial advisor isn’t about selling you products or meeting quotas; it is about creating cost-efficient, complete, and comprehensive financial planning strategies tailored to you and your life. As your fiduciary, we put your best interests first and always do what is right for you.
Location details
115 Fairchild St Suite 320, Suite 320, Charleston, SC, 29492, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 7:00 p.m. | |
| Tue | 8:00 a.m. to 7:00 p.m. | |
| Wed | 8:00 a.m. to 7:00 p.m. | |
| Thu | 8:00 a.m. to 7:00 p.m. | |
| Fri | 8:00 a.m. to 7:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
AJ and Anthony are top notch in every regard. I am so glad we met them and now are clear about our financial future. Before meeting them, I worried all the time about whether we would have enough to retire one day. In two short years, they have built a comprehensive plan that covers every aspect of our financial well being. They go way beyond what any other financial advisor has ever done for us. Their business model has great integrity and is focused on what is best for our lives. I recommend them highly to anyone who w... read more
I have been with AJ for several years now and I truly appreciate his expert guidance in financial planning for my family. He is able to explain all of the aspects of the market to my husband and I and helps us make informed decisions regarding our financial future. He goes above and beyond EVERY time we meet and seems to genuinely care about helping us achieve financial success. He and his team have exceeded all of our expectations and continue to amaze us with their personalized, caring guidance. We appreciate the time and... read more
My husband and I have been working with Allan for a few years now. He is extremely knowledgeable and very dedicated to his clients. It’s a pleasure to work with someone who has such a high level of professionalism and passion. Anytime I have a question (and I have many) he is eager to help and spends the time necessary for me to understand. It’s so comforting to have an advisor that I can truly trust with my lifetime financial decisions. I highly recommend Allan and his team at Coastal Strategic Capital.
We initially connected with Allan very early in his employment with his previous brokerage firm. He was part of a two man team but he was the leader for us from the very beginning. We met to discuss signing on and I was very reluctant because of the yearly fee. After meeting with Allan and coming to understand the service he was offering, we decided to hire him for our retirement planning. And it has turned out to be one of the best decisions we have ever made. He helped us set up a plan to meet goals that we set for a ... read more
I cannot say enough amazing things about this team. My husband and I met Billy and Allan while they were working at another firm and were so impressed with their knowledge, enthusiasm, and professionalism, that it was a no brainer to follow them when they opened CSC. Allan has personally spent hours of his day working with us as we learn to navigate our investments, maximize returns, and plan for retirement. He has become our accountability partner and ensured we continue to make sound financial decisions. Allan has never on... read more
Frequently asked questions about Coastal Strategic Capital
How is Coastal Strategic Capital rated?
Coastal Strategic Capital has a 5 star rating with 35 reviews.
When is Coastal Strategic Capital open?
Coastal Strategic Capital is closed now. It will open on Monday at 8:00 a.m.