Smart Wealth, Lasting Income: East Coast Financial's Expert Touch

Achieve a prosperous retirement with East Coast Financial of Central Florida, LLC. With over 35 years of dedicated experience, our independent wealth management firm has assisted everyday individuals, high net worth clients, and businesses in achieving their financial goals. From securing the best 401k investments to providing strategic guidance on business life insurance and cross-purchase buy-sell agreements, we specialize in comprehensive succession planning and other essential financial services. Our tailored retirement plans address income complexities and maximize wealth transfer, ensuring lasting financial peace of mind for you and your loved ones.

Trust is the first step...

Beyond Ethical and Fiduciary Responsibilities

As fiduciaries with over 35 years of experience, we uphold the highest ethical standards, ingrained in our identity, not just mandated by law. Your financial well-being is our top priority, and we provide impartial advice solely for your benefit. At East Coast Financial of Central Florida, LLC, we specialize in comprehensive financial planning for retirees, high net worth individuals, and small businesses. We assist our clients in allocating across various investment and insurance products. For instance, we educate them on the utility of Fixed Index Annuities and other critical distinctions such as the comparison between annuities and 401(k)s. Explore our Income Planning 101 Video for valuable insights into our approach!

Streamlined Client Onboarding Process

Our Free Consultation Starts with a Virtual or In-person Discovery Meeting

Virtual or In-person Discovery Meeting

Secure Information Gathering

Comprehensive Financial Analysis

Customized Recommendations

Peace of Mind: Confidence in Trusted Advice

We can help take the mystery out of preparing for tomorrow...today! Whether you are investing for wealth, family protection, legacy planning, our personalized financial management service is tailored to your needs, risk tolerances, needs and long-term goals.

Whether retirement is on the horizon or you're exploring investment ideas during retirement, we're here to guide you through your most important financial questions, including your current financial plan's performance assessment, retirement income strategies, and generating income in retirement.

Comprehensive Financial Planning

As seasoned licensed financial and investment advisors, we have a very comprehensive and personalized financial management approach that surpasses standard wealth advisors. We have access to diverse professional programs, investment risk assessment and retirement analyzer tools to help look at all assets, liabilities, expenses and other retirement income sources to help you how to generate income in retirement that you won't outlive. We specialize in converting wealth into income that's aligned with your needs and risks!

Promote your investment management services, where you assist clients in building and managing investment portfolios aligned with their financial goals and risk tolerance. Explain your approach to asset allocation, portfolio diversification, and investment strategies tailored to individual needs.

Retirement Planning

Prioritize retirement planning with our expertise. We utilize advanced tools like retirement analyzers to tailor strategies for your comfort and security. As your trusted retirement plan consultants, we conduct risk analysis on current investments, aligning them with your personal risk profiles. We also examine all income. sources, including Social Security, considering timing and rule nuances to maximize overall retirement income. Explore options like the best retirement income funds and Fixed Indexed Annuities for a secure future.

Showcase your estate planning and wealth transfer services. Explain how you assist clients in preserving and transferring their wealth efficiently to heirs and beneficiaries while minimizing estate taxes. Describe strategies for creating wills, trusts, and legacy plans tailored to their unique circumstances.

Business Succession Planning

East Coast Financial of Central Florida specializes in assisting small business owners with seamless succession planning. From structuring buy-sell agreements to implementing business life insurance solutions, we ensure a smooth transition of ownership. Whether it's setting up buy-sell agreement life insurance to secure partners' interests or crafting diverse life and disability insurance-funded succession plans, we provide comprehensive solutions tailored to your business's unique needs.

Our Team

Bruce S Gentilella

Sr. Financial Advisor | Investment Advisor

Kristin Hollingsworth

Executive Assistant

Michael A Gentilella

Financial Advisor | Investment Advisor

FAQS

What is the benefit of working with a financial advisor?

Working with a financial advisor offers numerous benefits. First and foremost, advisors provide expertise and guidance tailored to your unique financial situation and goals. They can help you create a comprehensive financial plan, optimize your investments, minimize taxes, and ensure you're on track to achieve your financial objectives. Additionally, advisors offer peace of mind, knowing that you have a professional managing your financial affairs and helping you make informed decisions.

How do I choose the right financial advisor for my needs?

Choosing the right financial advisor is a critical decision. Start by assessing your own financial goals and preferences. Look for advisors with the appropriate qualifications and certifications, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). Consider their experience, specialization, and track record. It's also important to have a consultation or interview to ensure their approach aligns with your values and objectives. Lastly, check for transparency in fees and compensation to avoid surprises.

Do I need a large portfolio to benefit from financial advisor services?

No, you don't need a large portfolio to benefit from financial advisor services. Financial advisors can assist individuals at various stages of their financial journey, from those just starting to save to those with substantial assets. Advisors can help you create a financial plan, manage debt, set up an emergency fund, and make the most of your resources, regardless of your current wealth. Their goal is to help you improve your financial well-being and work towards your financial goals, whatever they may be.

What Are Our Customers Saying ?

Feedback from our delighted clientele.

I can't thank [Your Company Name] enough for their unwavering support and expert guidance. When my husband and I faced a sudden financial crisis, we didn't know where to turn. They were there for us, day and night, helping us make sound decisions.

JANE DOE

I've been a client of [Your Company Name] for years, and I can confidently say they've transformed my financial outlook. Their 24/7 services have allowed me to seize investment opportunities at the right moment and navigate market turbulence with ease.