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8:00 AM - 6:00 PM
7825 Fay Ave #140, La Jolla
Investing
“As a newly single woman, I researched wealth management companies to help guide me through the sometimes murky financial climate. I ultimately chose Coastwise Capital Group because they were a smart, accessible and responsive group. That was several years ago and I have not regretted my decision for a moment. They guide me as a team comprised of talented and knowledgeable individuals who make my life much less stressful and keep me moving in the right direction as life throws curveballs. I wholeheartedly recommend them especially for women interested in building a solid financial plan.”
“A little surprised by all the negative reviews. They have been awesome for me. As a Canadian moving to the US this made my life so much easier. Customer service has always been excellent.”
Investing
Investing
“I had a pleasure of meeting Mike Canzone. He looked at the information I provided prior to the meeting and answered all my questions and explained how retirement savings work. He also provided very helpful guidance on what to do next. All of this was done during complimentary meeting and now I know how I am doing! He also said I can reach out to him if I have any other questions. Just have to give him an email or a phone call! What a wonderful man! Thank you so much Mike for spending time with me and educating me!”