Eastern Planning Inc Employee Directory
Financial ServicesNew York, United States2-10 Employees
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 Investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth. Please see our website for additional disclosures. Website: www.easternplanning.com
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