Coastal Financial is a Massachusetts-based financial advisory firm dedicated to empowering individuals, families, and businesses to achieve financial freedom through personalized planning and guidance. The firm offers a range of services tailored to different client needs, including investment management, retirement planning, and insurance solutions. Their approach emphasizes education and collaboration, aiming to provide clients with the knowledge and resources necessary to create a stable financial future. Coastal Financial operates independently but offers securities and investment advisory services through qualified registered representatives of MML Investors Services, LLC, ensuring clients receive comprehensive and regulated financial advice. With a commitment to building long-term relationships, the firm focuses on delivering customized strategies that align with each client’s unique goals and circumstances.