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Coastal Strategic Capital

  • Investment Service
  • Charleston, SC
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About this business

FinanceFinancial ServicesInvestingInvestment Service

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

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Mon8:00 a.m. to 7:00 p.m.
Tue8:00 a.m. to 7:00 p.m.
Wed8:00 a.m. to 7:00 p.m.
Thu8:00 a.m. to 7:00 p.m.
Fri8:00 a.m. to 7:00 p.m.
5.030 reviews
Denise Dundas's profile image
Denise Dundas 
a month ago

Anthony Valentino is an amazing, knowledgeable and highly professional financial planner. He listens to us and is genuinely concerned about our financial well-being. Anthony wants us, the client to be informed and educated in the decisions being made and always makes sure we understand and are comfortable with those decisions. I highly recommend Anthony Valentino!! 

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David Soderberg 
2 months ago

I began looking for new financial advisers last year after I retired. I wanted someone I could speak with in person who I felt was looking out for my best interest. I am not well versed so I needed to find someone who was trustworthy and competent . After researching many advisors, I selected the top three and met with each. Billy and AJ at Coastal Strategic Capital quickly rose to the top and I transferred my savings into their care. They assisted me with all the paperwork, explained the process, took calls from and I ... read more

Katie Heath's profile image
Katie Heath 
2 months ago

We were new to the financial planning world, however Allan and his team walked us through everything and held our hand when we needed it! Strategic Capital has been a great resource for my family and I to manage our investments and create a game plan to grow our wealth. 

Toni Johanson's profile image
Toni Johanson 
11 months ago

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. 

Lisa Baggett's profile image
Lisa Baggett 
9 months ago

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

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Frequently asked questions about Coastal Strategic Capital

How is Coastal Strategic Capital rated?

Coastal Strategic Capital has a 5 star rating with 30 reviews. 

When is Coastal Strategic Capital open?

Coastal Strategic Capital is closed now. It will open on Thursday at 8:00 a.m.