East Coast Tax and Financial Planning
Financial Advisor Vero Beach | East Coast Tax and Financial
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. Our dedicated Tax Consultants and Financial Advisors will guide you through financial planning's complexities. Contact us today to begin your journey towards financial security.
I had a magnificent experience working with Howes, Richard, and the rest of the staff at East Coast Tax and Financial Planning to get my family's taxes organized and filed for 2022. The team provided great insights into what to expect this year and in future years as our tax situation will change, providing us good knowledge to ease some of the confusion and uncertainty about filing complex taxes! I also applaud the communication and service of the team, I never had to twiddle my thumbs while waiting for a response to a booking or an email or anything, they were always there to confirm things were received, answer questions, or follow up and keep me in the loop with where I was in the filing process. I look forward to working with East Coast for the foreseeable future!
I travel back and forth from Connecticut to Vero Beach and have found East Coast Tax and Financial Planning to be not only the easiest firm to work with but also, we’ll equipped to handle everything from my rental property and businesses to helping me with retirement planning and tax savings.
Their tax prep services are second to none and then they do so much more. Don’t know of any other tax services near me that are this thorough and professional. They destroy any of the big firms I’ve used like intuit or HR Block.
Not only do I appreciate how very knowledgeable Danny is, as well as the fact that he truly cares about his clients' balanced financial wellness, I appreciate having the option to book appointments virtually while traveling back and forth from Vero Beach, FL to NJ.
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.