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Our Approach

East Coast Advisory is a group of skilled professionals. By utilizing our strengths both individually and collectively, we can provide our clients with service in areas such as retirement income services, investments and asset management, estate planning strategies, and insurance. Unlike many traditional firms, East Coast Advisory is a joint effort by established professionals and business owners who enjoy working together to bring a platform that we believe is uncommon in the industry. Whether you are leaving the workforce and preparing to enjoy your golden years or still within a few years of retirement, East Coast Advisory can provide you with the necessary strategies to help you reach your goals.


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