Matthew Blecker, Cfp, Cfa, M.B.A. Email & Phone Number

I am dedicated to helping individuals develop financial and investment strategies that line up with their needs, goals and risk tolerance. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity. Specializing in portfolio management and IRA distribution planning, I apply strong analytical skills and diligent research to developing customized portfolios for each client. Along with investment, IRA distribution, retirement and tax planning advice, I help guide my clients in managing their behavior more effectively in order to maximize the benefits of investing in a diversified, long-term oriented portfolio.Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, I can help. Making sure your wealth continues to work in support of the goals you have established takes careful planning. It's not just your money- it's your life. And as your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. I have a CFA® charter, CFP® certification and M.B.A. from Columbia University Business School. I earned my Bachelor of Science in Insurance from Pennsylvania State University.Specialties: Holistic, comprehensive financial planning.Matthew Blecker Eastern Planning, Inc. 25 Smith Street Suite 304 Nanuet, NY 10954P: 845-627-8300 mblecker@easternplanning.comhttp://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.

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  President

  Eastern Planning Inc

  Apr 2001 - Present