Financial Planner
- Address
- 2945 Cardinal Dr, Vero Beach, FL 32963
- Phone
- (772) 774-7970
- Website
- eastcoasttaxandfinancial.com
Hours
| 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.
Google Reviews
Ratings as of August 2026. See this business on Google
In the business's own words
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 own words on its Google listing, August 2026.
What this listing mentions
- Wheelchair accessible entrance
- Wheelchair accessible parking
- Wheelchair accessible restroom
- Restroom
- Appointment recommended
- Appointments required
- Onsite services
- Offers online appointments
From the business's own words on its Google listing, August 2026.