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East Coast Tax and Financial PlanningFinancial advisor in Vero Beach, FL

East Coast Tax and Financial Planning is a financial advisor at 2945 Cardinal Dr, Vero Beach, FL 32963, ranked #6 of 41 financial advisors in Vero Beach and rated 5.0 from 14 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Vero Beach, FLUpdated 0 paid placements in any rankingHow we rank

Call (772) 774-7970Website ↗

Key facts

Key facts about East Coast Tax and Financial Planning
Address2945 Cardinal Dr, Vero Beach, FL 32963Get directions
Phone(772) 774-7970
Websiteeastcoasttaxandfinancial.com
HoursMonday to Friday: 9 AM – 4:30 PM
Google rating5.0 from 14 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Vero Beach and 6 towns within 25 miles: Vero Beach South, Florida Ridge, Lakewood Park, Sebastian, Fort Pierce and Port Saint Lucie.

Based in Vero Beach, FLView on map

Opening hours

Opening hours for East Coast Tax and Financial Planning
DayHours
Monday9 AM – 4:30 PM
Tuesday9 AM – 4:30 PM
Wednesday9 AM – 4:30 PM
Thursday9 AM – 4:30 PM
Friday9 AM – 4:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about East Coast Tax and Financial Planning

How is East Coast Tax and Financial Planning ranked in Vero Beach?

East Coast Tax and Financial Planning is ranked #6 of 41 financial advisors in Vero Beach by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are East Coast Tax and Financial Planning’s hours?

East Coast Tax and Financial Planning is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does East Coast Tax and Financial Planning serve?

Serves Vero Beach and 6 towns within 25 miles: Vero Beach South, Florida Ridge, Lakewood Park, Sebastian, Fort Pierce and Port Saint Lucie. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about East Coast Tax and Financial Planning?

East Coast Tax and Financial Planning has a rating of 5.0 from 14 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact East Coast Tax and Financial Planning?

Call East Coast Tax and Financial Planning on (772) 774-7970. The business is at 2945 Cardinal Dr, Vero Beach, FL 32963. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

East Coast Tax and Financial Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
East Coast Tax and Financial Planning (this business)—675.0 (14)NoNo
The Jaffe agency#4694.9 (30)YesNo2.6 mi
TSP Family Office#5674.6 (22)NoNo2.5 mi
Lulla Wealth Financial#7665.0 (11)NoNo1.5 mi

See all 41 ranked financial advisors in Vero Beach