Coastal Strategic Capital - Daniel Island, South Carolina

Pam

AJ and Anthony are top notch in every regard. I am so glad we met them and now are clear about our financial future. Before meeting them, I worried all the time about whether we would have enough to retire one day. In two short years, they have built a comprehensive plan that covers every aspect of our financial well being. They go way beyond what any other financial advisor has ever done for us. Their business model has great integrity and is focused on what is best for our lives. I recommend them highly to anyone who wants to sleep with more peace of mind.

Toni J.

My husband and I have been working with Allan for a few years now. He is extremely knowledgeable and very dedicated to his clients. It’s a pleasure to work with someone who has such a high level of professionalism and passion. Anytime I have a question (and I have many) he is eager to help and spends the time necessary for me to understand. It’s so comforting to have an advisor that I can truly trust with my lifetime financial decisions. I highly recommend Allan and his team at Coastal Strategic Capital.

Heather W.

I have been with AJ for several years now and I truly appreciate his expert guidance in financial planning for my family. He is able to explain all of the aspects of the market to my husband and I and helps us make informed decisions regarding our financial future. He goes above and beyond EVERY time we meet and seems to genuinely care about helping us achieve financial success. He and his team have exceeded all of our expectations and continue to amaze us with their personalized, caring guidance. We appreciate the time and effort that goes into providing us with an individualized portfolio analysis and the frequent meetings to make adjustments. I fully recommend AJ and Coastal Strategic Capital without any reservations.

Raymon S.

My wife and I have been working with Allan for a couple of years now, and he has exceeded all of our expectations. Allan takes the time to get to know us personally and has become a good friend. I have interviewed many financial advisors, and what sets him apart from the rest is his dedication to his clients and getting to know them personally. My wife and I are both in the military and move around a lot, and through many different time zones, he always makes the time to check in and do quarterly reviews with us. We highly recommend Allan and his team at Coastal Strategic Capital.

Lisa B.

We initially connected with Allan very early in his employment with his previous brokerage firm. He was part of a two man team but he was the leader for us from the very beginning. We met to discuss signing on and I was very reluctant because of the yearly fee. After meeting with Allan and coming to understand the service he was offering, we decided to hire him for our retirement planning. And it has turned out to be one of the best decisions we have ever made.

He helped us set up a plan to meet goals that we set for a comfortable retirement and put us on the road to a stress free plan to reach those goals.

When Allan founded Coastal Strategic Capital, we immediately moved our accounts as our relationship was with him and he had earned our trust.

Benjamin S.

My wife and I have been working with Anthony and Coastal Strategic since they opened and we greatly value their guidance and creativity. Anthony has managed our portfolio very well and always has innovative ideas on how we may increase our retirement wealth with tax efficiency being top of mind. We confidently and gladly recommend Anthony and the team at Coastal Strategic but most importantly, we are confident that our retirement plans are sound and secure.

Jaime A.

Hi there, I have been working with Allan Proske a little bit over a year. Allan and his team has done a great job guiding me on how to build a diversified portfolio in order to meet my financial goals. I strongly recommend Allan and his team. I can only say great things about them. Allan and his team has always been there for me when I need some advice or clarification. Thank you and Way to go Allan and Team!!!

Laura M.

Allan has managed our finances for several years now and we are so happy with his performance. He's very insightful and provides greats tips for reaching our goals. He meets with us regularly to keep up with our changing needs and has provided us with a wonderful tool to plan retirement. We couldn't be happier! Not to mention how personable and professional he is! Would highly recommend!