Welcome to East Coast Tax and Financial Planning

We are here teach you how to MAXIMIZE your retirement income, PRESERVE your savings, and get closer to a TAX FREE retirement!

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

Financial Advisor Vero Beach-FL

East Coast Tax and Financial Planning is 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 their clients at all times.  Although we are located in Vero Beach, Fl.  we are able service our clients all over the United States.

Financial Advisor Vero Beach | Treasure Coast

2945 Cardinal Dr. Vero Beach Fl. 32963 | 772-774-7970


Investment Advisory Services Offered Through East Coast Tax and Financial Planning, a Registered Investment Advisory Firm