SouthCoast Financial Group - Dartmouth, Massachusetts

Janet D.

I can't say enough positive things about Nick, Tayla, and Randi. They were absolutely incredible in helping us navigate a challenging situation with my elderly mom's transition to assisted living. They took the time to understand our needs and worked with us to create a plan for covering her monthly expenses. They also invested the proceeds from the sale of her home in a way that will generate consistent monthly income, providing peace of mind for both my mom and our family. Their expertise, professionalism, and caring approach made this process much smoother than we anticipated. I highly recommend Nick and his team—they truly went above and beyond!

Frank B.

Nick and his staff have treated us with great care and respect since our initial meeting. Nick and his team listened intently to our financial planning concerns and have developed a great plan with which we are moving forward. South Coast Financial Group collectively has a friendly, no pressure approach to financial planning. Nick is clearly knowledgeable and appears to care greatly about family matters and issues that can effect the overall success of the financial plan. We highly recommend Nick and his team for financial planning services.

Joshua R.

Losing a close family member was one of the most emotionally difficult experiences of my life. While I was in mourning, I unexpectedly came into an inheritance that felt overwhelming to manage. I wanted to honor my loved one by being smart and thoughtful with what they had left me, but I didn’t know where to begin.

The team at Southcoast Financial was incredible. They were not only knowledgeable but also extremely sensitive to how much this meant to me. They took the time to explain everything in detail, listened carefully to my plans and desires, and collaboratively laid out a strategy that I felt confident in. At no point did they make me feel unintelligent or talk over my head—they made the entire process approachable and empowering.

Special thanks to Nick and Tayla for their quick, compassionate, and informative service. I’m deeply grateful for their guidance during such a challenging time.

Susan P.

I have been impressed by the personal service shown to me this past year by the entire team! I have never felt left "lost" in the challenges I faced this year, with the personal services provided by all team members .i have been Impressed by the trustworthy and fast service! Polite and friendly interactions made the experience exceptional, truly helpful and professional throughout.

Audrey W.

The Team @ SouthCoast is Highly knowledgeable ,Professional, Always having My Best Interest & Finances in mind. Recommending ,Never Pushing what would Benefit as well as Optimize My Financial Growth & Security. They are the Best!
Thank you !

richard M.

Exceptional service and thorough communication made the retirement planning experience outstanding. The professionalism and responsiveness left a lasting positive impression.

Theresa P.

My brother used this company and suggested I give Nick Daddona a call. I'm so glad I did.
Nick, Tayla and Brianna explained all my options. No pressure! I suggest you give them a call. They are the number 1 financial experts .

Joe M.

I had the pleasure of meeting Nick Daddona approximately two years ago when I was contemplating early retirement before reaching the age of 62. At that time, I sought advice on the feasibility of retiring given my financial circumstances.

Nick meticulously reviewed my entire financial portfolio. Following our comprehensive assessment, he assured me that my family and I would be well-positioned if I chose to retire early. This reassurance was a tremendous relief, especially coming from a financial advisor.

Fast-forward to today—I am happily retired, and never forgot Nick with the help he gave me. When I recently needed financial guidance, he was my first and only choice. Specifically, I wanted to safeguard the value of my 401(k) investments, which I had accumulated over my years of employment. Nick expertly guided me toward additional financial vehicles that not only protected my investments but also optimized their performance.

Recognizing that each person’s financial situation is unique, Nick provided tailored advice that aligned perfectly with my circumstances.

Navigating finances can be daunting, but with Nick by my side, the journey was seamless and worry-free. I wholeheartedly recommend Nick Daddona to anyone seeking sound financial advice, regardless of their financial situation.