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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.

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 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 who enjoy working together to bring a platform that we believe is uncommon in the industry. Whether you are nearing retirement and preparing to enjoy your golden years, still within a few years of retirement, or early on in your career - East Coast Advisory can provide you with the necessary strategies to help you reach your goals.

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