Interested in attending a workshop?

    Our team will contact you to add you to our mailing list for an event that is local to you.


    Providing Wealth Management Services to Clients Throughout Dartmouth, MA, and the Surrounding Areas

    Learn more about Southcoast Financial Group’s wealth management services and plan for your future by attending an event. We host workshops across MA and RI in events around the Dartmouth, MA area, providing advice to clients on how to make the most of their retirement.

    Join Us Virtually!

    If you or someone you know might be interested in joining our webinar from the comfort of your home, please see below for a list of available dates and times.

    Make the Most of Your Retirement

    Attend an Event and Learn from a Professional

    These events are designed to:

    • Help you clarify your financial goals. You will learn more about how to handle wealth management, create a solid financial plan, and otherwise how to safely and successfully pursue your goals.
    • Provide advice on how to prepare for retirement. You deserve to have a retirement you’ll love. At an event, you can learn more about how to create effective retirement plans, keep your existing finances safe through things such as asset protection, and more.
    • Guide you through potential financial hurdles you may face once retiring. There are many challenges you may face upon retirement. Learn how to face them effectively.

    Would You Prefer One-on-One Service?

    Consider Calling Today

    If you’d rather have a personalized, one-on-one session, then consider calling. We can provide reliable financial planning and wealth management services to clients throughout Dartmouth, MA. Schedule your session today.

    How can we help?

    Plan for your retirement with financial solutions tailored to your needs.

    Financial Services

    Learn more about how to manage your finances by attending an event.

    Attend an Event

    If you want to learn more, book an appointment with our team today.

    Book Appointment

     

       

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