Now Together With Medallion Financial Group

    Meet Medallion

Stop Worrying About Your Retirement

Coast Financial Group helps you manage your finances so that you can enjoy life. As you move to and through retirement, we partner with you to simplify your financial life and develop strategies that are tailored to your individual needs. Let us help you plan a comfortable financial future.

How We Make Your Life Easier

We Get To Know You

The first thing we do when we start working with you is get to know who you are. How did you get to where you are today, where do you want to go in the future?

We Plan With You

Once we have all the pieces, we analyze your information and build a personalized financial plan for you, oriented around your life goals and needs.

We Take Care Of You

We will meet with you regularly to keep you on track with your goals. We’re also available every workday to answer any questions or problems you might have.

The Service You Love Just Got Better

It is with great enthusiasm that we announce exciting changes for Coast Financial Group! Effective June 2018, we are merging our investment advisory practice with Medallion Financial Group, a firm with a long history of excellence in our field. The combination of our resources will provide greater depth of personnel, expanded investment research, and continued dedication to quality work and customer service. We look forward to introducing you to the new members of our team and are confident that you will benefit from and enjoy the expanded support and expertise.

Learn More