Eastern Planning, Inc. logo

Eastern Planning, Inc. Employee Directory

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

Find Eastern Planning, Inc. employees' phone numbers or email addresses

Eastern Planning, Inc. Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Eastern Planning, Inc.'s Leadership

  • Stylized image of a person
    B. B.
    Financial Services, Wealth Management, Financial, Tax & Estate Planning
  • Stylized image of a person
    A. V.
    Client Service Coordinator

Eastern Planning, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Eastern Planning, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. B.
    Financial Services, Wealth Management, Financial, Tax & Estate Planning
    Jun 08, 2026
  • Stylized image of a person
    A. V.
    Client Service Coordinator
    Oct 23, 2024

Frequently Asked Questions

What is Eastern Planning, Inc. known for?

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Eastern Planning, Inc. was founded in 1995 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Eastern Planning, Inc.'s company overview page for more information.

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

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Eastern Planning, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Eastern Planning, Inc. email formats with LeadIQ.

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

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Eastern Planning, Inc. has approximately 7 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Eastern Planning, Inc.'s key employees and leadership?

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As of July 2026, Eastern Planning, Inc.'s key employees include:

  • Financial Services, Wealth Management, Financial, Tax & Estate Planning: B. B.
  • Client Service Coordinator: A. V.

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