East Coast Tax and Financial Planning

Financial Planner

When is it open?

From Google, checked Aug 2026

  • Mon9:00 am - 4:30 pm
  • Tue9:00 am - 4:30 pm
  • Wed9:00 am - 4:30 pm
  • Thu9:00 am - 4:30 pm
  • Fri9:00 am - 4:30 pm
  • SatClosed
  • SunClosed

What kind of work does it do?

Financial Planner

Financial Advisor Vero Beach | East Coast Tax and Financial

How does the business describe itself?

At East Coast Tax and Financial Planning, we've built our firm around the combined power of accountants, insurance agents, and investment managers under one roof. We understand the immense value in integrating these diverse skill sets to create robust financial strategies tailored to our clients' needs. With experience in tax optimization, risk management, and investment planning all housed within our firm, we offer a streamlined approach to retirement and financial planning. Although we are located in Vero Beach, FL, we serve clients nationwide and offer in-person and virtual meetings.

Taken from its Google listing, read Aug 2026.

What does its Google listing mention?

  • Wheelchair accessible entrance
  • Wheelchair accessible parking
  • Wheelchair accessible restroom
  • Restroom
  • Appointment recommended
  • Appointment required
  • On-site services
  • Online appointments

Taken from its Google listing, read Aug 2026.