Our meeting with Southcoast Financial groups Nick Daddona and associates was informative and presented in laymans terms that we could understand, he told us they would not make any changes to our accounts with out explaining market trends and our permission. the people at Southcoast Financial were courteous frendly and well informed I would highly recommend them if you are planning to get a financial planner

I Have had the privilege of working with Nick as my insurance agent and broker for a significant period of time, and I can confidently say that he is nothing short of exceptional. From the moment I first engaged with him, I have been consistently impressed by his professionalism, expertise, and unwavering commitment to understanding my unique needs. I cannot express enough how fortunate I feel to have Nick . His genuine concern for my well-being, his willingness to understand my needs, and his dedication to providing the best possible financial solutions have made him an invaluable resource. I wholeheartedly recommend him to anyone seeking insurance, financial guidance and support. With him, you can expect a trusted partner who prioritizes your best interests above all else. Thank you for your outstanding service!

I spend my entire career of 36 years in The Boston building trades looking toward retirement. The work was tough. When there was O.T. nights, I stayed. Weekends … I went it. I was fortunate to qualify for retirement at 58. I rolled my annuity into a variable rate account with the mega-giant firm you see on tv. Ameriprise. You have to take into consideration YOU are paying them, all their execs, thousands of staff and their perks, R.E. leases, and the ads you see everywhere. After 18 months of loses, they were getting more in fees than I was getting in interest. I was so lucky and am grateful to have found Nick and the staff at Southcoast Financial. Nick did an audit of my portfolio and quickly found some alarming fees, and staggering monthly charges only a financial pro could un-cover. Now I am back on track with Southcoast Finacial Group. The ride is smooth and my investment strategy/goals are profitable, easy to understand and stress-free. Nick is just a phone call away. Thanks Team.

Great group of people to work with.

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.

Nick is a professional who can navigate you through the process required to attain your financial goals in a stress free environment.

Nick and his staff are excellent.

We are extremely grateful to Nick and his team for their assistance with our retirement finance goals. His expertise and kindness made us feel confident and comfortable about our financial future. We highly recommend Southcoast Financial Group and Nick Daddona to others planning for their retirement.

My family has been working with Southcoast Financial Group for just a little under a year now and we have been very impressed with the help we have received. The team at Southcoast Financial have been very communicative, thorough, and understanding of all our financial needs and goals. I would recommend their services to those looking for financial guidance as they have been incredibly helpful!

Nick and team at SouthCoast Financial Group offer outstanding service. I am happy with everything they have done for me, and regularly refer my own clients to them for all insurance and financial planning needs.

SFG helped me with wealth accumulation and had sound financial planning advice. Highly recommend. Responsiveness, Quality, Professionalism

Nick has always gone above and beyond when guiding my family through life changing decisions. From helping me start my business to little things such as helping us break down expenses and see what we can budget for monthly expenses. Nick is always a phone call away. If you’re looking for someone to help you with money and expenses, he is the guy. My favorite part about dealing with Nick is he is straightforward and honest, even if you don’t understand he will explain it until it’s understood. Thank you Nick for always pointing my family in the right direction.