Welcome To East Coast Tax And Financial Planning

We’ll help you MAXIMIZE your retirement income, PRESERVE your savings, and get closer to a TAX-FREE retirement!

Looking for a Full Service Tax and Financial Advisor in Vero Beach, FL?

Our process ensures that your financial world is organized, easy to understand and always accessible to you, allowing you to make the right decisions for you and your family.

We’re so glad you’re visiting us.
How may we be of service to you today?

Financial Planning


Retirement Planning

Insurance Services

Annuity Planning

Investment Management

Tax Planning

COAST is the unique financial planning process we take our clients through to ensure each part of their financial life is organized to maximize their retirement.

Financial Advisor in Vero Beach, Florida

Tax and Financial Advisor Vero Beach-FL

East Coast Tax and Financial Planning is a full-service tax, investment, and financial planning firm located on the Treasure Coast of Florida. Our mission is to provide families and businesses with innovative financial strategies, solutions, and planning.

As Investment Advisors, East Coast Tax and Financial Planning has a fiduciary duty to act in the best interests of its clients when providing investment advice. Although we are located in Vero Beach, Fl. we’re able to service our clients all over the United States.

At East Coast Tax and Financial Planning, we understand that each financial journey is unique. That’s why we take the time to truly understand your goals, aspirations, and concerns before crafting tailor-made solutions. Whether you’re planning for retirement, navigating tax complexities, or seeking to optimize your investment portfolio, our team is here to guide you every step of the way.

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