About East Coast Tax and Financial Planning
East Coast Tax and Financial Planning is a trusted and professional financial services firm in Vero Beach. Their experienced team provides customized strategies for financial success, offering services such as tax preparation, estate planning, investment services, and wealth management. Clients appreciate their knowledgeable and dedicated tax consultants and financial advisors, who guide them through the complexities of financial planning. With a focus on securing clients' financial futures, the firm offers a range of services, including annuities, insurance, and retirement planning. Long-time clients highly recommend East Coast Tax and Financial Planning for their professionalism, expertise, and personalized approach. Whether it's tax advice, financial planning, or wealth management, clients can trust this dedicated team to help them achieve their financial goals.
I highly recommend East Coast Tax and Financial Planning— especially for those who might be new to financial management. The experience and knowledge went a long way to alleviating our concerns about retirement planning. With the roadmap provided to us, we are not only excited to face our retirement years (in next 5-7 years), but we now have peace of mind that with East Coast’s guidance, we will enjoy our new life adventures more!! Thank you to Mr. Howes and East Coast!!
I highly recommend East Coast Tax and Financial Planning. I have been a client for years. They are very professional and knowledgeable. I always feel very confident with my financial and tax advice.
Spent one hour with a very professional Danny Howes, which he does as a free first hour meeting. In a short time he was able to look at our 2023 tax return and make recommendations for selling our Fl vacation home rental to minimize taxes. He is a full-service tax, financial advisory, insurance practice. Also, a member of the Vero Beach Christian Business Association. Hard to find these days.