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Where do you want to go? We'll get there, together. 

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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Business Owner Solutions

Business Owner Solutions

We create strategies that are tailored to your goals.

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Our History

Our History

We're prepared to guide you through life's transitions. 

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Shared Values

Shared Values

We operate our business with ethics and integrity.

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Resources

Resources

Let's talk about your investment strategies.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

Welcome to the family!

When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

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Working Women's Initiative

Working Women's Initiative

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

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