Eastern Planning Inc.

 
25 Smith St #304 Suite 304
Nanuet, NY 10954
(845) 627-8300
Today: 9:00 AM to 5:00 PM
Our History 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.
Mon 9:00 AM to 5:00 PM
Tue 9:00 AM to 5:00 PM
Wed 9:00 AM to 5:00 PM
Thu 9:00 AM to 5:00 PM
Fri 9:00 AM to 5:00 PM
Sat Closed
Sun Closed

Products and Services

Holistic Family Wealth Management
Financial Planning
IRA Distributions
Estate Planning
Retirement Planning
Special Needs Planning
Free Workshops & Webinars

Financial Advisor

Our Specialties: Ed Slott Master Elite Advisor/ Individual Retirement Accounts (IRAs), Social Security, Medicare, Estate Planning

Memberships and Associations

Ed Slott

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