Pacific Coast Wealth Management - Aliso Viejo, California

Pacific Coast Wealth Management: A Comprehensive Overview

Pacific Coast Wealth Management, located at 120 Vantis Dr #300, Aliso Viejo, CA 92656, United States, is a highly-regarded financial services firm that specializes in a wide range of services including financial planning, estate planning, and investment services. With a team of experienced professionals, the firm aims to provide personalized solutions to help clients achieve their financial goals.

Key Services and Specialties

• Financial Planner: Offering tailored financial planning strategies to meet individual needs
• Estate Planning Attorney: Assisting clients in creating comprehensive estate plans
• Financial Consultant: Providing expert advice on various financial matters
• Insurance Broker: Offering a range of insurance solutions to protect clients' assets
• Investment Service: Helping clients build and manage investment portfolios
• Real Estate Consultant: Providing guidance on real estate investments and planning

Additional Points of Interest

• Online Appointments: Convenient scheduling for clients' busy lifestyles
• On-site Services: Comprehensive services available at their office location
• Language Assistance: Multilingual staff to accommodate diverse client needs
• Wheelchair-accessible Facilities: Ensuring accessibility for all clients

Client Reviews and Opinions

Pacific Coast Wealth Management has received 11 reviews on Google My Business with an average rating of 4.6/5. Clients appreciate the firm's personalized approach and the depth of industry knowledge possessed by its team members. One notable review highlights Blair Applegate's generous sharing of industry insights and personal approach, which has been valued by clients for over two decades.

Reaching Out to Pacific Coast Wealth Management

For those seeking expert financial guidance, Pacific Coast Wealth Management offers a comprehensive suite of services to help clients navigate their financial journey. To learn more about their offerings or to schedule an appointment, visit their website or contact them directly at 3108791563.

👍 Reviews of Pacific Coast Wealth Management

NMLS C.

5/5

Blair Applegate is a financial services professional with a breadth of historical and current insight. Speaking with Blair recently over the phone, he was very generous sharing industry perspective and expert opinions. I have known Blair for over 20 years and appreciate his personal approach.

Hayden S.

5/5

Working with Blair Applegate over the Past 10+ years has allowed me to have reassurance that my family’s financial needs are in good hands - even as my financial situation has greatly shifted over the years. He’s always available to answer the small questions and the big questions and has a great way of walking me through complex things in a way that I can understand and feel confident. His honesty and integrity combined with his personal touch are even more reasons I would recommend him to anyone.

Dana-Marie O.

5/5

Blair has been Very Helpful, Extremely Knowledgeable & has a Wonderful Demeaner & Kindness about him. He knows his Stuff! Highly Recommend!!

Phil S.

5/5

I've known Blair both personally and professionally for about 20 years. You're not going to get a more fiduciarilly (is that a word?) focused financial advisor than Mr. Applegate. Blair is dedicated, detailed, persistent and patient which all serve him well as he takes care of your finances. There's a good chance that after working with Blair and entrusting him with your money, you'll not only have a new trusted advisor, but also a friend. Blair currently manages the finances for my wife and I - and we are more that happy with the returns we've received thus far. With the myriad of financial advisors out there, you can feel great about choosing Blair to manage and build your financial house.

Nick J.

5/5

I've known Blair for over 15 years and can vouch for his integrity and expertise in the financial services industry. I have had the chance to sit in on meetings with Blair and his clients and have been able to witness first-hand the level of investment knowledge and his ability to make the very complex simple. I am 100% confident in his abilities to service any client looking for financial guidance or an initial consultation.

Robert F.

5/5

We are pleased to work with Blair Applegate at PCWM. Blair has helped us with our financial planning and making sure we understand and learn as much as possible. He is very honest, open to answer any question and focused always on our financial goals. We are very pleased working with him.

Jan W.

5/5

We have worked with the team for several years and it has been so helpful. Investment choices have been very good. Financial plan and estate plan was so hard for us to get together before we started working with Blair Applegate. He walked us through the process of getting our estate plan, legal documents, and accounts updated. He managed the whole process with our long time CPA and with our Estate Attorney. Very satisfied and always they are always available for help and questions too.

risa P.

5/5

I've been working with Blair for the last two years and he has proven to be knowledgeable, efficient and very quick to respond to all of my questions and needs. I would not hesitate to recommend him to anyone.