Eastern Planning, Inc.

Eastern Planning, Inc.

Financial-Services

Nanuet, New York
Company Tagline

Plan with confidence, enjoy life

Industry Category
Financial-Services
Company Description

Eastern Planning, Inc. is a premier financial services firm dedicated to providing exceptional customer service and personalized financial advice. Established in 1995, Eastern Planning, Inc. has been committed to helping clients navigate the complexities of financial planning with confidence. With a strong emphasis on comprehensive strategic planning, Eastern Planning, Inc. ensures that clients receive tailored solutions designed to adapt to their evolving needs and life circumstances.

Located at 25 Smith St, Nanuet, New York 10954, US, with an additional office at 800 Westchester Ave, Suite 641n, Rye Brook, New York 10573, US, Eastern Planning, Inc. specializes in retirement planning, distribution strategies, and integrating compensation packages for corporate executives. Clients benefit from a holistic approach that treats their financial plans as dynamic resources, constantly evolving to meet life's challenges and opportunities. Eastern Planning, Inc. prides itself on being a trusted partner in making critical financial decisions, empowering clients to live their lives to the fullest.

Eastern Planning, Inc. excels in offering a broad spectrum of financial services, including caregiving, family planning, estate planning, investments, IRAs, and special needs planning. The firm’s commitment to providing practical, actionable advice ensures that clients are well-prepared to achieve their financial goals. Eastern Planning, Inc. invites you to discover how its expertise can help you plan with confidence and secure your financial future. Company information is being completed with the support of the company’s management.

We invite the manager of Eastern Planning, Inc. to create a customized and exclusive company showcase and product listing on our platform.

Key Personnel / Employees
Beth Blecker Matthew Blecker CFP CFA M.B.A. Donna DeMaria Xhulia Grishaj

Compare Companies Side by Side

Compare Eastern Planning, Inc. with 3 companies in Financial-Services

4 Companies
Comparison Field
Eastern Planning, Inc.
Eastern Planning, Inc.
Main Company
Modern Wealth Management
Modern Wealth Manage...
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Kaspian Group, Inc
Kaspian Group, Inc
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Ba
Baystate Financial
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Founded Year
1996 2001 1901
Company Size
51-200 2-10 501-1,000
City
Nanuet, New York Lenexa, KS Woodcliff Lake, New Jersey Boston, MA, USA
Country
United States
Skills & Keywords Comparing with main company
13 Total Skills
Financial Planning Retirement Planning Estate Planning Investment Strategies Financial Services Wealth Management Strategic Planning Caregiving Family Planning Investments IRAs Special Needs Planning Financial Life Planner
10 Total 10 Unique
Unique Skills:
401k Insurance Life Insurance Long Term Care Insurance Portfolio Management Social Security +4
16 Total 16 Unique
Unique Skills:
Asset Protection Bank Financing Business Accounting Business Planning Cash Flow Management Certified Public Accounting +10
10 Total 2 Common 8 Unique
Match 15%
Common Skills:
Financial Planning Wealth Management
Unique Skills:
401K Annunities Business Succession Disability Insurance Financial Products Insurance +2
4
Total Companies
1901
Oldest Founded
1
Countries
43
Unique Skills

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Alternative Company Names

This company is also known as

Eastern Planning Inc. 东方规划有限公司 ईस्टर्न प्लानिंग इंक. تخطيط الشرقيّة شركة Planification Orientale Inc. Восточное Планирование Инк. Planejamento Oriental Inc.