
Mateo A. Garciaemail
Coastal Wealth - Plantation Peters Road
8151 Peters Road, Ste. 1700
Plantation, FL 33324
Plantation, FL 33324
Professional Story
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Private Wealth & Trust, FSB
Languages: English, Spanish
Credentials: FSCP®
Specialties:Insurance Strategies, Business Owners, Investment Strategies, LGBTQ, Retirement Income Planning, College Funding Strategies, Risk Management Strategies, Group Benefits, Retirement Strategies, Business Succession Planning
Check the background of this investment professional on FINRA's BrokerCheck