Insights

Niche expertise Specialization in retirement planning and executive compensation integration positions Eastern Planning as a consultant for corporate executives and retirement-focused clients, suggesting upsell opportunities with mid to large cap employers and wealth management partners seeking specialized expertise.

Living plan Emphasis on dynamic, adaptable financial plans indicates value in ongoing advisory services and retainer-based engagements, offering a recurring revenue model through ongoing planning, updates, and quarterly reviews.

National reach Though small in size, the firm serves hundreds of clients nationwide, implying scalable advisory capabilities, potential to partner with scale-focused RIAs or introduce advisor augmentation arrangements with regional financial firms.

Technology stack Investments in security and web technologies (Cloudflare, bot management, reCAPTCHA, analytics) suggest readiness for digital client onboarding, virtual planning sessions, and secure data sharing with national employers and high-net-worth individuals.

Strategic positioning Background in distribution strategies and executive compensation provides a differentiator for corporate benefits consulting, enabling cross-sell to HR, benefits teams, and corporate sponsors seeking integrated retirement and compensation advice.

Eastern Planning, Inc. Tech Stack

Eastern Planning, Inc. uses 8 technology products and services including Cloudflare, Open Graph, Node.js, and more. Explore Eastern Planning, Inc.'s tech stack below.

  • Cloudflare
    Content Management System
  • Open Graph
    Content Management System
  • Node.js
    Programming Languages
  • HSTS
    Security
  • Sqreen
    Security
  • Cloudflare Bot Management
    Security
  • Google Tag Manager
    Tag Management
  • YouTube
    Video Players

Eastern Planning, Inc.'s Email Address Formats

Eastern Planning, Inc. uses at least 1 format(s):
Eastern Planning, Inc. Email FormatsExamplePercentage
FLast@easternplanning.comJDoe@easternplanning.com
60%
First@easternplanning.comJohn@easternplanning.com
20%
First.Last@easternplanning.comJohn.Doe@easternplanning.com
20%

Frequently Asked Questions

What is Eastern Planning, Inc.'s phone number?

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You can contact Eastern Planning, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Eastern Planning, Inc.'s official website and social media links?

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Eastern Planning, Inc.'s official website is easternplanning.com and has social profiles on LinkedIn.

How much revenue does Eastern Planning, Inc. generate?

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As of July 2026, Eastern Planning, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Eastern Planning, Inc.'s SIC code NAICS code?

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Eastern Planning, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Eastern Planning, Inc. have currently?

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As of July 2026, Eastern Planning, Inc. has approximately 7 employees across 1 continents, including North America. Key team members include Financial Services, Wealth Management, Financial, Tax & Estate Planning: B. B.Client Service Coordinator: A. V.. Explore Eastern Planning, Inc.'s employee directory with LeadIQ.

What industry does Eastern Planning, Inc. belong to?

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Eastern Planning, Inc. operates in the Financial Services industry.

What technology does Eastern Planning, Inc. use?

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Eastern Planning, Inc.'s tech stack includes CloudflareOpen GraphNode.jsHSTSSqreenCloudflare Bot ManagementGoogle Tag ManagerYouTube.

What is Eastern Planning, Inc.'s email format?

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Eastern Planning, Inc.'s email format typically follows the pattern of FLast@easternplanning.com. Find more Eastern Planning, Inc. email formats with LeadIQ.

When was Eastern Planning, Inc. founded?

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Eastern Planning, Inc. was founded in 1995.
Eastern Planning, Inc. logo

Eastern Planning, Inc.

Financial ServicesNew York, United States2-10 Employees

Eastern Planning, Inc. is a financial services firm based in Nanuet, New York, established in 1995. The firm emphasizes personalized, practical guidance with a focus on retirement planning and distribution strategies, including considerations related to executive compensation at major firms. Its approach centers on ongoing, adaptable planning rather than a one-time, static document, aiming to provide clients with a living resource that can adjust to life changes.
The company serves a nationwide client base and positions itself as a knowledgeable advisor in complex financial planning areas. It notes strong continuity in client relationships and a commitment to helping clients make important financial decisions with confidence, supported by its founding leadership and continued management since 2000. A general inquiries contact is listed, and securities and investment advisory services are offered through a separate entity. } } }**Oops** I must fix: The JSON has stray braces and formatting. Let's provide correct JSON. The description should be two paragraphs. Ensure no marketing tone. Include location city/region: Nanuet, New York. Mention number of employees vaguely. They asked may note company size in general terms but not raw range. We can say

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1995
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Eastern Planning, Inc.'s revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Eastern Planning, Inc.'s revenue is estimated to be in the range of $1M - $10M

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