Eastern Planning, Inc. began in 1995 with a simple vision: provide superior customer service and personal, practical advice. In 2000, Beth Blecker took over as CEO of the company and grew the firm to its present scope, serving hundreds of clients nationwide.
We believe very few advisors can match our knowledge and expertise in the areas of retirement planning and distribution strategies, particularly how best to integrate the compensation packages provided to corporate executives at the major firms in our area. Clients appreciate our emphasis on big-picture strategic planning. We don’t believe in a once-and-done approach resulting in a written document that sits on a shelf gathering dust. Our clients see their plans almost as a living, breathing resource, designed to change and adapt to whatever happens in their lives.
Eastern Planning is always there to assist clients in making some of the most important financial decisions with confidence so they can enjoy their lives.
General Inquires: # 845-627-8300 bblecker@easternplanning.com
Securities and Investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth. Please see our website for additional disclosures.
Website: www.easternplanning.com
Company Details
- Employees
- 8
- Founded
- -
- Address
- 25 Smith St, Nanuet,new York 10954,united States
- Phone
- +1 845-627-8300
- ni****@****ing.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- easternplanning.com
- Keywords
- Retirement Planning, Investments, Estate Planning, Family Planning, Caregiving, Special Needs Planning, IRAs, Financial Life Planner.
- HQ
- Nanuet, New York
- Competitors
- High Point Capital Group Planning & Wealth Management, Dracoulis Financial Group, Ping An Pension Insurance Corp, LifePlan Financial Advisors, Inc., Mirus Planning, Innovative Financial Group, LLC, Heimensen Wealth Advisors, Bedrock Wealth Strategies, Novus Initium Contracting Inc, Family Wealth and Legacy.
Eastern Planning, Inc. Questions
Eastern Planning, Inc.'s helpline number is +1 845-627-8300
Eastern Planning, Inc.'s website is easternplanning.com
Eastern Planning, Inc.'s LinkedIn profile is https://www.linkedin.com/company/eastern-planning-inc
Eastern Planning, Inc. has
8 employees.
View email and phone details for 8
employees at Eastern Planning, Inc..
Eastern Planning, Inc.'s industry is
Financial Services
Eastern Planning, Inc.'s top competitors are
High Point Capital Group Planning & Wealth Management,
Dracoulis Financial Group,
Ping An Pension Insurance Corp,
Lifeplan Financial Advisors, Inc.,
Mirus Planning,
Innovative Financial Group, Llc,
Heimensen Wealth Advisors,
Bedrock Wealth Strategies,
Novus Initium Contracting Inc,
Family Wealth And Legacy.
Eastern Planning, Inc.'s support email address is nicole@easternplanning.com
Eastern Planning, Inc.'s categories are Financial Services
Eastern Planning, Inc.'s founding year is 1995
