Coastal Wealth Management Group
an Office of MetLife
MetLife has been helping people build a secure financial future for more than 140 years. Experience and quality products and services established MetLife as a leader in the financial services industry as well as the country’s leading provider of employee benefits.
Our vision is clear: to be recognized as one of the largest family-oriented, highly profitable, financial services leader throughout Southwest Florida.
Our mission: building upon our rich history of strength, security, stability and a commitment to excellence; we facilitate financial freedom for professionals, families, businesses and individuals by delivering on our promises of providing innovative financial solutions.
Our team of Financial Services Representatives are a trusted resource in our community. If you have any questions, please feel free to call 941-366-0687.
We look forward to hearing from you. Click here to email us.
Coastal Wealth Management Group, an Office of MetLife, is a comprehensive financial services firm dedicated to helping people improve their long-term financial success. CWMG offers a full line of protection products including life insurance, disability income insurance, and auto and home insurance.
CWMG focuses on all financial strategies including college funding, retirement planning, estate planning, wealth management, investments, and small business planning services. We now have four convenient locations to serve you better, Sarasota, Fort Myers, Naples, and Cape Coral, Florida!
1819 Main St.
Suite #1300 (Penthouse)
Sarasota, FL 34236
(941) 366-0687 (main)
9530 Marketplace Rd.
Fort Myers, FL 33912
2640 Golden Gate Pkwy
Naples, FL 34105
1227 Del Prado Bld. S, Ste. 201
Cape Coral, FL 33990
We continue to offer great financial solutions to your specific needs. Make an appointment today with one of our Financial Services Representatives to review your current financial needs, as well as, career opportunities with our growing firm
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Strength and Stability
It's times like these that set us apart. Keeping our promises.Start here to find out
Tools to help you estimate answers to common financial questions.Start here to find out
A library of tools to educate you on a wide variety of financial topics.Start here to find out
"Helpful information on a wide variety of financial content.Start here to find out
Evaluation, calculate, and access your retirement needs.Start here to find out
Retirement IQ Quiz
Do you know your Retirement Income IQ?Start here to find out
What is your life expectancy? Try our interactive calculator.Start here to find out