Mateo Garcia


    Focus: Insurance Strategies, Business Owners, Investment Strategies, LGBTQ, Retirement Income Planning, College Funding Strategies

    Languages: English, Spanish

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

    See Mateo’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Mateo

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    Coastal Wealth - Plantation

    Satellite Office

    1200 S. Pine Island Road, Ste. 350
    Plantation, FL 33324

    CRN201912-180567