We solve for desired lifestyle, inflation, and protection utilizing tools that will deliver results based on your retirement goals. East Coast Tax and Financial Planning is full service tax, investment, and financial planning firm located on the Treasure Coast of Florida. Our mission is to provide families and businesses with innovative financial strategies, solutions, and planning.
As Investment Advisors, East Coast Tax and Financial Planning has a fiduciary duty to act in the best interests of their clients at all times. Although we are located in Vero Beach, Fl. we are able service our clients all over the United States. Wealth Management and Investment Advisory Services are offered through Truvestments Capital LLC, an SEC-registered investment advisor.
As Investment Advisors, East Coast Tax and Financial Planning has a fiduciary duty to act in the best interests of their clients at all times. Although we are located in Vero Beach, Fl. we are able service our clients all over the United States. Wealth Management and Investment Advisory Services are offered through Truvestments Capital LLC, an SEC-registered investment advisor.
Services
Whether you are looking for a financial advisor in Vero Beach or live out of state, we are excited to meet you and help build you a financial road map for success. We look forward to serving you! Have you started planning your holiday festivities yet? With the arrival of November, it seems like many people are ready to jump head-first into the holiday season.
Our process ensures that your financial world is organized, easy to understand and always accessible to you, allowing you to make the right decisions for you and your family. East Coast Tax and Financial is a team of highly skilled professionals that work for YOU! The team includes Financial Advisors, Retirement Planners, Insurance and Tax professionals.
East Coast Tax and Financial Planning provides a full suite of investment services. From stocks, bonds, and mutual funds to customized portfolios, we offer several different options. Our core mantra as a firm is Plan first. We coordinate our clients' investments based on the financial planning process.
One of the secrets of life is that all that is really worth the doing is what we do for others. All plans should have within them elements of protection. This is why East Coast Tax and Financial Planning is also an insurance agency. Insurance can be confusing and making mistakes can be costly. Finding and placing the right insurance products for your financial plan is a specialty of ours.
At East Coast we have developed a monthly program that entails all the necessary elements to a successful outsourced accounting solution for your business. For one low monthly flat rate we will handle reconciling all of your accounts, balance your books, and provide attractive easy to read and understand financial statements.
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Thomas Grimshaw
Oct 16, 2016
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