Financial Planners in Vero Beach

“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!!“

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“Working with Luis and Luella Financial has been an outstanding experience. He’s incredibly knowledgeable, approachable, and genuinely committed to helping his clients succeed financially. From the start, over three and a half years ago he took the time to understand my goals and provided clear, thoughtful advice that made complex decisions feel manageable.

What sets Luis apart is his patience and transparency—he explains every option thoroughly and never pushes anything that doesn’t feel right. I truly trust his guidance and appreciate how responsive and supportive he is through every step of the process.

I highly recommend Luis and Luella Financial to anyone looking for a smart, trustworthy, and dependable financial advisor“

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