Coastal Strategic Capital

Dr. Lant Abernathy, DPM, AACFAS 

on Google

2 weeks ago

AJ and Billy are the most professional and courteous financial advisors. They treat you like family and are masters of their craft. If you decide to go with their firm you will be treated respectfully, honestly, and will have great wealth management moving forward. I could not be happier with their services! 

elaine coen 

on Google

2 months ago

My experience at Coastal Strategic Capital has been outstanding in every area. Their knowledge about investments and finance is impressive. They communicate and respond quickly via email and they enjoy meeting with their clients in person. Billy and AJ make a point to get to know their clients individually so they can tailor their advice to the specific needs of each client and they take the time to explain their advice. They also have many resources of professionals who can assist in areas like tax prep, legal matters and r... read more

Brandon Knight 

on Google

2 months ago

First off I never take the time to leave reviews but I felt compelled to for Coastal Strategic Capital. Anthony is amazing. From the first time we spoke, 6-7 years ago, he was patient, knowledgeable and not pushy at all. I had already committed to another financial planner and he still took the time to speak with me and easily won me over. He takes a real interest in his clients and does not treat them like another transaction. I would easily recommend him to anyone looking for financial advice. 

Brad Hall 

on Google

3 months ago

My wife and I have had a first-class experience working with AJ and Billy at Coastal Strategic Capital, and we couldn't be more pleased with the guidance they provide. From our very first meeting, they took the time to truly understand our financial situation, and they have been instrumental in creating a clear and strategic plan for our retirement needs. What we appreciate most is how knowledgeable, responsive, and available they are. Whenever we have questions, we know we can count on a prompt and thorough answer. The ent... read more

Cody Deer 

on Google

3 months ago

AJ and Billy have been a huge help to us, from business and retirement planning to tax strategy and overall financial guidance. They’re easy to reach, patient with every question, and always take the time to explain things clearly. If something falls outside their scope, they point us to the right person and make the intro. Having them in our corner has taken a lot of stress off our shoulders and given us real peace of mind about our finances.