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Testimonials

Discover What Our Clients Are Saying About Coastal Advice Group.

Rob M
Kristy’s knowledge and professionalism were both very helpful and much appreciated.
Mar 06, 2025
David P
Tom and the NFPG team have been absolutely incredible helping our family to navigate through some pretty tricky times over the past couple of years. My wife and I are very pleased with the advice Tom has given, and we feel assured knowing that Tom is managing the financial aspect of our household.
Feb 19, 2025
Kate P
Tom and the entire team at NFPG have been absolutely amazing. Highly recommend.
Feb 09, 2025
John B
Kristy Coulin was recommended to me by a friend, very glad to do business with someone as knowledgeable as Kristy . Always welcoming and happy to see us and help with whatever issues I may have. If you’re are looking for professional advice on your finances don’t go past Kristy and her team at Coastal Advice Group.
Feb 04, 2025
Scott U
Kristy has been very professional with all our dealings with her and is always contactable and returns calls for all the small things that I require information or assistance with. Would highly recommend her.
Jan 19, 2025
Craig H
Tom reviewed our life insurance, super accounts, and overall financial position a few years ago and presented findings and options in a detailed report, which he then went through with us in person. Common sense adjustments were made and we are now reaping the financial rewards. He is always available to answer any of our questions, is super friendly, and we feel our financial future is in safe hands with Tom.
Jan 14, 2025
Henriette dJ
I have always dealt with Tom Momsen. He is careful to listen to my needs and help me with financial issues as they comeup.He is caring and is always empathic.
Dec 12, 2024
Paul G
Robyn and I are really enjoying our retirement lifestyle. A big part of retirement is the comfort in knowing we are financially secure. We have Kristy as our financial planner. Kristy does a great job in ensuring we are financially comfortable. Thank you Kristy and thank you Newcastle Financial Planning.
Nov 18, 2024