Misty Wallace's Contact Details

Misty Wallace's Company Details

Coastal Retirement Advisors

South Dartmouth, MA, US • Not Available Employees
Financial Services

Our mission: Provide a seamless program coordinating of all your financial needs within one firm through one relationship manager. Most of the financial services world is not integrated with the various needs of a business owner. One firm drafts your financial plan and invests your retirement money, your tax preparation, filing and advice is delivered at another firm, and the consultant that you work with for your business is, yet, at another firm entirely. And now you are juggling between three totally different firms all needing information from you, or you from them. We provide you and your family with a total financial concierge experience. Imagine having a Relationship Manager that knows you and your family. A single source that is fully licensed and professional. A person who takes the time to know what your goals and needs are, and understands how time is truly the most valuable asset that you have! This single stop Relationship Manager, acting as your Financial Concierge, works behind the scenes within these three firms to integrate, with your permission, just the necessary data needed between each firm, completing and filing all the required reports on a timely basis. You have only one person with whom to communicate. Imagine no more bouncing between different companies and the back and forth emails. Think about the sense of peace you could have in knowing your financial life is truly handled. Wouldn't this make your life so much simpler and far more enjoyable? Our clients think so, and you will too! Time is the ONE resource we could not create more of….until now! Coastal Family Wealth Advisory - Advice, Direction and Peace of Mind.Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Coastal Family Wealth Advisory and Cambridge Investment Research are not affiliated.