Plan with confidence, enjoy life
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.
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Compare Eastern Planning, Inc. with 3 companies in Financial-Services
| Comparison Field |
Eastern Planning, Inc.Main Company |
Modern Wealth Manage...View Profile |
Kaspian Group, IncView Profile |
Ba
Baystate FinancialView Profile |
|---|---|---|---|---|
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Founded Year
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— | 1996 | 2001 | 1901 |
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Company Size
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— | 51-200 | 2-10 | 501-1,000 |
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City
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Nanuet, New York | Lenexa, KS | Woodcliff Lake, New Jersey | Boston, MA, USA |
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Country
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United States | |||
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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
|
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