East Coast Tax and Financial
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Categories
AccountantsFinancial Advisors
Hours:
Monday - Friday 9:00 am - 4:30 pm
About Us
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.
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