Pacific Coast Wealth Management - Aliso Viejo, California

Pacific Coast Wealth Management

Located in Aliso Viejo, California, Pacific Coast Wealth Management is a reputable financial planning firm that offers a comprehensive range of services. They are situated at 120 Vantis Dr #300, Aliso Viejo, CA 92656, United States, and can be reached at 3108791563. To learn more about their services, visit their website pacificcoastwealthmanagement.com.

Specializing in financial planning, estate planning, and insurance, Pacific Coast Wealth Management offers a range of services to cater to individual needs. Their team of experts includes financial planners, estate planning attorneys, financial consultants, and insurance brokers, ensuring a comprehensive approach to your financial goals.

In addition to their specialized services, Pacific Coast Wealth Management offers several points of interest, including online appointments, on-site services, language assistance, and wheelchair accessibility. Their facilities are equipped with wheelchair-accessible parking, entrance, and toilet facilities, and appointments are recommended.

With an impressive average rating of 4.6/5 based on 11 reviews on Google My Business, Pacific Coast Wealth Management has proven to be a reliable and professional choice for those seeking financial guidance and planning.

Some of the key features of Pacific Coast Wealth Management include their experienced and knowledgeable staff, personalized approach to client needs, and commitment to providing quality services. For those looking for financial guidance, Pacific Coast Wealth Management is a solid choice that has garnered high praise and excellent reviews from satisfied clients.

👍 Reviews of Pacific Coast Wealth Management

lisa B.

5/5

I had the pleasure of working with Blaire Applegate, a fiduciary and financial planner in Aliso Viejo. He is a very professional and patient man. He took the time to answer all my questions and help me figure out my finances. I am a woman without a huge knowledge of financial planning. Blair made it easy to understand and easy to follow. You can’t go wrong working with Blair!

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.

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.

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!!

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.