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Financial Planning in Ormond Beach and Palm Coast, FL

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At East Coast Insurors, we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from East Coast Insurors, you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:

  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement

Our experts can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, East Coast Insurors is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact East Coast Insurors today to see how Financial Planning can help achieve your goals.

Our Locations

East Coast Insurors

801 S. Yonge St
Ormond Beach, FL 32174
Main office: 386-677-4787
Fax: 386-677-4119

Palm Coast, Florida location

4845 Belle Terre Pkwy
Palm Coast, FL 32164
Main office: 386-446-3426

Our Providers

Testimonials

Thanks for all your help. You're the best in the business! I get a lot of other agents calling for our business and I always tell them that we are really happy with who we have and their service!!!!
Elizabeth Stevenson- Skyway Builders, Palm Coast, FL
This letter is an attempt to express our gratitude to you and your firm for sharing your professional expertise and advice. We approached you initially for assistance with a Worker's Compensation audit that we believed was unfair. You not only fully assisted us in our dispute of this audit - your actions resulted in a savings of more than $6,000. While this would be a significant savings to any business, to us it means even more. Halifax HFH is a non-profit Christian housing ministry that builds homes with families in need. We sell the home to the family at no-profit to Habitat. The savings that you realized for us means we are closer to assisting another family escape the sometimes horrific conditions of sub-standard housing and achieve the American dream of home ownership.
Lori Gilooly, Executive Director- Halifax Habitat for Humanity
To Cindy Galisin East Coast Insurers Palm Coast Fl. Cindy,I want to express my deepest gratitude for your assistance yesterday on getting my auto insurance policy written, submitted and approved while we were at the Auto Dealership. Your effort saved us making a 200 plus mile trip. Thank you for your extra effort.
Glenn and Barbara Matula
Vicki, just wanted to thank you soo much for the great advice you gave. Because of that we are saving over $1,100.00 in discounts on our homeowners insurance. That is a wow moment. You made my day. Again, thanks so much for your support. You guys are terrific. Have a great day.
Clint Parker
Margaret, We would like to take a moment and say "Thank You" for everything you always do to help us with all the insurance matters that arise in our car business. We started using you and your company many years ago and have never once looked back with any regrets. You have always handled all of our business situations in such a manner that we feel like we are dealing with a true close friend, and not just an agent. When it comes to our many insurance needs, you have always pointed us in the direction that would benefit us the most. You always take the time to listen and understand just what we are looking for and have never just tried to sell us something, for the sake of a sale. You give us many options and ultimately help us to make the right decisions. We always come away knowing the experience was a positive one and we know that in the future when we are looking for perhaps another proposal, we know who we will call. Insurance is most confusing sometimes and in the car business we are required to have many different things. You always make it simple and easy for us to understand and your expertise in your field certainly stands out. Your knowledge about the various things that are required is vast. It makes it nice too, knowing that we can get everything we need all handled in one location and you are always just a phone call away. Thanks Margaret, for being a friend as well as a great agent. Looking forward to yet another year of doing business with you. You sure make it a pleasure.
Sandy and Jerry Barrow, Paxon Motors Inc- Jacksonville, FL