James Ohalloran, AGT - Meg Green & Associates

Coastal Wealth, located in Fort Lauderdale, FL, is dedicated to offering personalized financial guidance for individuals and families while also empowering financial professionals to grow their businesses through a supported independence model. Backed by over 170 years of financial strength from MassMutual, the firm provides proven systems, dedicated coaching, and marketing tools tailored to meet the unique needs of advisors and clients alike. The firm's behavioral financial planning approach fosters deeper connections with clients, ensuring that financial strategies align with their true feelings and actions regarding money. By prioritizing people over products, Coastal Wealth is committed to building lasting partnerships that promote financial well-being and professional growth. Generated from the website

MANAGEMENT CONSULTANTS FOR HIGH GROWTH POTENTIAL COMPANIES Bella Vita Associates is a boutique consulting firm that works with business owners to bridge the gap and equip them with the tools to start, fund, grow, protect and exit their company successfully. ​...