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.
We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
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.