South Coast Planning & Wealth Management LLC - Fall River, Massachusetts

Margaret W.

I highly recommend South Coast Planning and Wealth Management! As a young professional wanting to put myself in the best position financially, I started working with Dan to figure out a plan to pay off my student loans and gain knowledge and advice on budgeting, saving, and retirement.

Dan gave a lot of really helpful guidance from the beginning while letting me create my own goals and focus on topics that were the most pressing for me. He’s personable, encouraging, and always takes the time to answer all my questions! Couldn’t be happier working with him and I’m sure he’ll be a valuable resource as my finances change in the future!

Jenna U.

My wife and I hired Dan for financial planning services and we had an awesome experience. We are a young couple in our late 20’s and retirement isn’t always top of mind at this age. Dan made all of our conversations relatable, informative, and helped us get on a path for short term goals while keeping long term goals in mind. I wish more people in their 20’s would make the investment to create a financial plan and should look no further than working with Dan!

mary A. D.

We reached out to Dan to help us plan our financial future as we approach retirement. Dan is very knowledgeable and able to communicate information in a way that was easy to understand. We highly recommend South Coast Planning and Wealth Management.

Richelene C.

Dan has been such a pivotal point person in helping me and partner get our finances in order so we can meet both our short and long-term goals! He adeptly helped us understand our personal blind spots, and effortless supported us in creating and maintaining a plan to navigate our funds. We recommend him and his practice without hesitation:)

Crispin L.

I was looking for a comprehensive financial plan as I am approaching retirement. I wanted to pay a one time fee as opposed to having someone manage my accounts for a percentage. South Coast Planning & Wealth Management offered this service. I found Dan Pinheiro to be very personable, professional and knowledgable. The end result gave me some strategies to enact, and a high degree of confidence that my retirement plan is solid. My expectations were exceeded. I confidently recommend South Coast Planning & Wealth Management to family, friends or anyone seeking this service.

Matthew G.

Dan was very helpful in addressing my unique use case. He worked with me to understand my needs and took into consideration many of the items I had been planning/thinking about to provide proper guidance on the feasibility of attaining those goals. There are a lot of things to consider when doing this type of planning and Dan helped me understand those in more detail to provide a more realistic understanding of my current state and future. He listens well, is easy to speak with and provided availability to work with us at the hours we were available.

Christopher A.

My wife and I worked with Dan the last few months to help better understand our current financial standing, set financial goals for ourselves, and identify key actions we needed to take to set our family up for future success. Throughout the process, Dan was extremely welcoming, thorough and provided us with all the information we needed to be successful moving forward. Thank you so much for all the support, we left feeling our family is prepared for financial success.

Matt P.

Dan was fantastic to work with. He provided great recommendations, thoughtful responses and explanations to all my questions, and ultimately helped add clarity to the confusing process of financial planning. I would highly recommend him.