Listed In: Financial Planning, Investment Services
Financial Planning for Bergen, Rockland and Westchester Counties. The professionals at Eastern Planning, Inc. understand that the best financial plan extends way beyond spreadsheets and graphs. The plan we create for our clients reflects every aspect of their lives, delving into areas that… Financial Planning for Bergen, Rockland and Westchester Counties. The professionals at Eastern Planning, Inc. understand that the best financial plan extends way beyond spreadsheets and graphs. The plan we create for our clients reflects every aspect of their lives, delving into areas that statistics simply can’t measure. Unlike most financial firms, our strategies are custom-fitted to each retiree's unique goals and family situation. Together we’ll look at your future and the life events that everyone faces with optimistic realism. The decisions may not always be easy to make, but Eastern Planning, Inc. strives to ensure clients leave our office confident that they are prepared for some of the biggest things life has to offer. Because it's not just your money - it's your life. Read more
Business Hours
M-Th 9am-5pm, F 9am-3pm, Sa-Su Closed (By Appointment Only)
Services
Holistic Family Wealth Management, Financial Planning, IRA Distributions, Estate Planning, Retirement Planning, Special Needs Planning, Free Workshops & Webinars
Specialties
Ed Slott Master Elite Advisor/ Individual Retirement Accounts (IRAs), Social Security, Medicare, Estate Planning
Year Established
1995
25 Smith St #304 Suite 304, Nanuet, NY (8674 Km Away)
