Coastwise Capital Group, LLC - La Jolla, California

Overview of Coastwise Capital Group, LLC

Coastwise Capital Group, LLC, located at 7777 Fay Ave, La Jolla, CA 92037, is a financial services provider specializing in financial planning. Their contact details - Phone: 858-454-6670 - make it easy for potential clients to get in touch. For those seeking more information or wishing to schedule an appointment, their website coastwisegroup.com is a valuable resource.

Key Features and Accessibility

Coastwise Capital Group prides itself on providing a wheelchair accessible environment to all its clients. This includes a wheelchair accessible entrance, parking lot, restroom, and seating areas, ensuring that everyone can receive the financial guidance they need comfortably. Additionally, they recommend scheduling appointments to ensure a personalized service experience.

Services Offered

As a financial planner, Coastwise Capital Group offers tailored financial advice and planning services to help clients achieve their financial goals. Their focus on online appointments demonstrates a commitment to flexibility and convenience, allowing clients to consult from the comfort of their homes or offices.

Customer Opinions

Customer feedback plays a crucial role in understanding the quality of service offered. With just 2 reviews on Google My Business, the average opinion stands at 3/5. A glowing review from a long-time client highlights the excellence of the team, particularly mentioning Scott, who is praised for delivering top-notch service. This suggests that while the company may have room for improvement, the commitment to client satisfaction is evident.

Recommendation

For anyone in search of reliable financial planning services in La Jolla, Coastwise Capital Group, LLC presents itself as a promising option. Their dedication to accessibility and offering both online and onsite services caters to a wide range of client needs. Although initial impressions are mixed based on available reviews, the potential for a positive experience is there, especially considering their willingness to accommodate online consultations. It's recommended to first visit their website to learn more about their services and then consider scheduling an appointment to discuss how they can help you reach your financial objectives.

Don't hesitate to reach out to Coastwise Capital Group through their website to explore how their financial planning services can benefit you.

This structured response provides a comprehensive overview of Coastwise Capital Group, LLC, highlighting its key features, accessibility, services, customer feedback, and ends with a recommendation to contact them. The use of

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