They made my virtual tax appointment so easy! I will be using them in the future.
February 2023
Danny has handled my investments for over 15 years now. Being 11 years into retirement and preparing a sailboat for a circumnavigation, I’m very appreciative of his knowledge and insight on investments and taxes.
October 2022
It's hard to find good service these days. These guys are top-notch. They always take the time to help me understand how the different financial products work together. You can tell they love their jobs and their clients. Glad I found them.
At East Coast Tax & Financial Planning, our mission is to help you achieve financial success in Vero Beach. As financial planning, Annuities, Insurance, and retirement planning experts, we provide customized strategies to secure your financial future. Our experienced team offers Tax Preparation, Estate Planning, Investment Services, and Wealth Management to ensure you reach your financial goals. Trust our dedicated Tax Consultants and Financial Advisors to guide you through the complexities of financial planning. Schedule a consultation today and start your journey toward financial security!
