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We Help You Reach Your Goals. The plan we create together will focus exclusively on you – your goals, your current finances, your time horizon and investing comfort level.
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Schedule Your Financial Review

Schedule Your 2014 Financial Review. If you haven’t done it already, give us a call to schedule your 2014 financial review. Just click here.

Dave Caruso, CFP® Recipient Financial Planner of the Year Award

Financial Planning Association™ of Massachusetts (FPA MA) has selected Dave Caruso, CFP® as the first recipient of the Financial Planner of the Year Award. Read the entire press release.

Local Advisors Say Market Pullback No Cause For Alarm


David Caruso of Coastal Capital Group
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Stay current on all the market happenings and conduct your own research. view now
Dave's Weekly Radio Broadcast
Dave Caruso reports mixed stocks and futures news listen now


Coastal Capital's Blog
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