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East Coast Tax and Financial Planning

Financial Planner

Hours on file

Monday 9:00 am - 4:30 pm Tuesday 9:00 am - 4:30 pm Wednesday 9:00 am - 4:30 pm Thursday 9:00 am - 4:30 pm Friday 9:00 am - 4:30 pm Saturday Closed Sunday Closed

From Google, checked Aug 2026.

In the business's own words (Google listing)

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.

From the business's Google listing, checked Aug 2026.

What the listing mentions

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

From the business's Google listing, checked Aug 2026.