Eastern Planning, Inc.

www.easternplanning.com

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 advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. Please see our website for additional disclosures. Website: www.easternplanning.com

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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 advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. Please see our website for additional disclosures. Website: www.easternplanning.com

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Country

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State

New York

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City (Headquarters)

Nanuet

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Employees

1-10

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Founded

1995

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Estimated Revenue

$10,000,000 to $50,000,000

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  • President

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