Flavio Medeiros - Fiduciary Financial Advisor
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About
Why hire me?
Because your retirement and financial future deserve more than cookie-cutter advice. I’m a U.S. Navy veteran and experienced financial advisor who works with clients nationwide, with a focus on retirement planning, investments, Medicare, and protecting what you’ve built. I take the time to understand your goals and give you a plan that’s personalized, clear, and easy to follow.
Clients hire me because they want peace of mind, straightforward guidance, and someone they can trust to put their interests first.
Overview
Serves Conway, SC
Background checked
1 employee
4 years in business
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Services offered
Service type
Work location
My customers travel to me
I travel to my customers
I work remotely (phone or internet)
Reviews
Exceptional 5.0
16 reviews
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Past Customer
Mar 24, 2024
From Google
I would like to give a big shout out to the Coast Wealth Management Group and to Flavio Medeiros for the outstanding work Flavio did in fulfliing my needs for financial products. I was in need of diversifying my portfolio and Flavio hit a home run, out of the park. Flavio was very patient and did not push anything on me. He took the time to get to know me, what I wanted , my concerns and my goals. After several visits, he came up with a financial plan, explained everything to me , made sure I had a good understanding and was comfortable with this. Now I don't have to be as concerned about market volatility and can do what I should be doing in retirement: enjoying it. Thank you, Flavio and thank you Coast wealth. I look forward to our partnership for many , many years !
Past Customer
Aug 3, 2025
From Google
Exceptional, financial advice, and future planning
Past Customer
4 weeks ago
From Google
We recently started working with Coast Wealth Management Group in Myrtle Beach, and specifically with Flavio Medeiros, and we couldnt be happier with the experience. Flavio has done a wonderful job taking over as our financial advisor. He takes the time to clearly explain the decisions we need to make regarding our 401(k)s and IRAs, making sure we fully understand our options without ever feeling pressured.What we appreciate most is his approachable styleeverything is explained properly and in a way that makes sense. Flavio also keeps in regular contact, listens to the types of investments were interested in, and makes sure our financial goals remain the priority.We highly recommend Flavio Medeiros and Coast Wealth Management Group to anyone looking for a knowledgeable, trustworthy, and client-focused advisor.
Past Customer
Mar 8, 2024
From Google
Flavio was very helpful, knowledgeable, and personable. He helped my husband and I plan our future. He helped moved stuff around that we do not understand. He had to make several phone calls and trips to our house. Not everything thing in life is black and white, and he helped fill in the gray area. Now this burden was lifted from me and I have somebody to go too when need be. Thank you for your help. The Pothier's
Past Customer
Aug 8, 2024
From Google
Flavio is wonderful! He has always been so helpful and genuinely seems to care about what decisions we make. We have been very happy and satisfied him and the services he provided!
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Flavio Medeiros