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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 |
My husband and I have been working with Anthony for over six years, and we couldn’t be happier with the experience. He is incredibly knowledgeable and takes the time to clearly explain market trends and the strategies being used to protect our investments. He has also provided thoughtful investment suggestions tailored to our goals. Anthony’s friendly and patient demeanor makes you feel like his top priority every time you speak with him. I’ve been consistently impressed with both Anthony and the entire team at Coastal Strat... read more
I came to Coastal Strategic Capital with the financial instincts of a raccoon in a vending machine. I had no idea what I was doing, but I was very confident about it. Then came AJ, a man who somehow manages to combine financial brilliance with the calming energy of a yoga instructor who moonlights as a magician. AJ sat me down, looked at my very creative spreadsheet (which may or may not have included “cryptic vibes” as an asset), and said, “We can work with this.” A hero. Now, instead of waking up at 3 a.m. wondering if I... read more
AJ and the team at Coastal Strategic Capital are top-tier financial advisors in the Charleston area, AJ has taken the time to build trust and give sound advice to not only me but many other of the clients that he works with. I would trust Coastal Strategic Capital with any financial advice, and their products make good sense!
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
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.
Frequently asked questions about Coastal Strategic Capital
How is Coastal Strategic Capital rated?
Coastal Strategic Capital has a 5 star rating with 32 reviews.
When is Coastal Strategic Capital open?
Coastal Strategic Capital is closed now. It will open on Monday at 8:00 a.m.