East Coast Tax and Financial Planning

East Coast Tax and Financial Planning East Coast Tax and Financial is a full-service tax, investment, and financial services firm.

East Coast Tax and Financial is full service tax, investment, and financial services firm. Our mission is to provide families and businesses with innovative financial strategies, solutions, and planning. As Investment Advisors, the East Coast Tax and Financial has a fiduciary duty to act in the best interests of its clients at all times. Connect with us here:

https://www.eastcoasttaxandfinancial.com/

https://twitter.com/ECTFP

02/28/2026

If you have both a financial advisor and a CPA… but they don’t talk to each other — that disconnect could be more expensive than you think.

02/26/2026

We Help Retirees Coordinate Investment, Income, and Tax Planning!

02/26/2026
02/15/2026

🇺🇸 Happy Presidents Day 🇺🇸
We will be open, but will have limited staff.

02/14/2026

Happy Valentine's Day
Vero Beach

10/22/2025

🍁November 1, 2025🍁
Health Insurance Marketplace Open Enrollment Begins

10/16/2025

Watch your tax bracket.

Don't let RMDs push you up later.

10/15/2025

Delay Social Security to reduce taxable income early on.

10/14/2025

Taxes don’t disappear in retirement.

Make sure to plan for them!

10/13/2025

Roth conversions can reduce future taxes…

Timing matters.

Address

2945 Cardinal Drive
Vero Beach, FL
32963

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

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