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East Coast Tax and Financial Planning

4.9
  • Vero Beach, FL

About this business

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. From insurance, annuities, IRAs and 401(k)s to investments and tax forecasting, we provide a comprehensive solution to making sure al... read more

Location details

2945 Cardinal Drive, Vero Beach, FL, 32963, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 4:30 p.m.
Tue9:00 a.m. to 4:30 p.m.
Wed9:00 a.m. to 4:30 p.m.
Thu9:00 a.m. to 4:30 p.m.
Fri9:00 a.m. to 4:30 p.m.
SatClosed
SunClosed
4.923 reviews
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Eric R.'s profile image
Eric R. 
a year ago

Danny is the best financial advisor I have ever spoken with! His knowledge of IULs and tax loopholes for small businesses in Florida is second to none. The whole office is wonderful.  

Helene Knoeppel's profile image
Helene Knoeppel 
6 years ago

C.f. 

Helene Knoeppel's profile image
Helene Knoeppel 
6 years ago

C.f. 

Denver Howes's profile image
Denver Howes 
recommend  Recommended
7 years ago
Denver Howes's profile image
Denver Howes 
7 years ago
Krista Teeter-Daugherty's profile image
Krista Teeter-Daugherty 
8 years ago

Finally someone who understands how to protect us from Uncle Sam! He will be our advisor for life! 

Gary Howes's profile image
Gary Howes 
recommend  Recommended
9 years ago

East Coast just finished my 2015 tax return. They were very thorough and careful to be sure they had all the correct information to get the most out of my return. They are true professionals! 

Gary Howes's profile image
Gary Howes 
9 years ago

East Coast just finished my 2015 tax return. They were very thorough and careful to be sure they had all the correct information to get the most out of my return. They are true professionals! 

Thomas Grimshaw's profile image
Thomas Grimshaw 
recommend  Recommended
9 years ago

Danny Howes is my personal and business accountant. He is an Enrolled Agent with the IRS and he really is a master of his profession. Smart, savvy and reliable he is my accountant for life. 

Frequently asked questions about East Coast Tax and Financial Planning

How is East Coast Tax and Financial Planning rated?

East Coast Tax and Financial Planning has a 4.9 star rating with 23 reviews. 

When is East Coast Tax and Financial Planning open?

East Coast Tax and Financial Planning is closed now. It will open on Monday at 9:00 a.m. 

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