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Coastal Strategic Capital
- Investment Service
- Charleston, SC
About this business
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 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
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.
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
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.
We can’t recommend AJ and the team at Coastal Strategic Capital enough. Their team is the perfect balance of knowledgeable, patient, and forward-thinking. What stands out most is the way they take time to explain strategies in a way that’s clear and easy to understand. We always feel confident knowing our financial plan is grounded in proven principles, while also being flexible enough to adapt to changing conditions. If you’re looking for advisors who genuinely care about your goals and consistently go above and beyond to k... read more
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 at 8:00 a.m.