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South Coast Planning & Wealth Management LLCFinancial advisor in Fall River, MA

South Coast Planning & Wealth Management LLC is a financial advisor at 222 Milliken Blvd 3rd Floor, Fall River, MA 02721, ranked #3 of 161 financial advisors in Fall River and rated 5.0 from 36 Google reviews. Open Monday and Tuesday and Thursday and Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Fall River, MAUpdated 0 paid placements in any rankingHow we rank

Call (508) 290-0411Website ↗

Key facts

Key facts about South Coast Planning & Wealth Management LLC
Address222 Milliken Blvd 3rd Floor, Fall River, MA 02721Get directions
Phone(508) 290-0411
Websitesouthcoastplanning.com
HoursMonday and Tuesday: 8 AM – 5 PM; Thursday and Friday: 8 AM – 5 PM
Google rating5.0 from 36 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Fall River and 11 towns within 25 miles: Swansea, Somerset, Head of Westport, Rehoboth, Seekonk, New Bedford, Acushnet, Fairhaven, Taunton, Raynham and Attleboro.

Based in Fall River, MAView on map

Opening hours

Opening hours for South Coast Planning & Wealth Management LLC
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
WednesdayClosed
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about South Coast Planning & Wealth Management LLC

How is South Coast Planning & Wealth Management LLC ranked in Fall River?

South Coast Planning & Wealth Management LLC is ranked #3 of 161 financial advisors in Fall River by RFA Score, with 71 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are South Coast Planning & Wealth Management LLC’s hours?

South Coast Planning & Wealth Management LLC is open Monday and Tuesday and Thursday and Friday. Its listed hours are Monday and Tuesday, 8 AM – 5 PM; Thursday and Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does South Coast Planning & Wealth Management LLC serve?

Serves Fall River and 11 towns within 25 miles: Swansea, Somerset, Head of Westport, Rehoboth, Seekonk, New Bedford, Acushnet, Fairhaven, Taunton, Raynham and Attleboro. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about South Coast Planning & Wealth Management LLC?

South Coast Planning & Wealth Management LLC has a rating of 5.0 from 36 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact South Coast Planning & Wealth Management LLC?

Call South Coast Planning & Wealth Management LLC on (508) 290-0411. The business is at 222 Milliken Blvd 3rd Floor, Fall River, MA 02721. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

South Coast Planning & Wealth Management LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
South Coast Planning & Wealth Management LLC (this business)—715.0 (36)NoNo
WealthMax Financial Group#1725.0 (86)YesNo5.6 mi
Capital Good Fund#2724.6 (488)NoNo16.5 mi
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