Coastal Strategic Capital

Brandon Knight 

on Google

a week 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

a month 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

Kimberly Cumbie 

on Google

5 months ago

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

Cody Deer 

on Google

4 weeks 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. 

Laurie Beagan 

on Google

3 months ago

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