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
10

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  • United States Of America
    10

Eastern Planning, Inc.'s Leadership

  • Stylized image of a person
    M. B.
    Chief Investment Officer
    Phone icon
  • Stylized image of a person
    M. B.
    President
    Phone icon
  • Stylized image of a person
    R. P.
    Director Of Marketing/Client Liason
    Phone icon
  • Stylized image of a person
    B. B.
    Financial Services, Wealth Management, Financial, Tax & Estate Planning
    Phone icon
  • Stylized image of a person
    A. V.
    Client Service Coordinator
    Phone icon
  • Stylized image of a person
    L. M.
    Offivr Assistant
    Phone icon

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 Info
Location
Last Update
  • Stylized image of a person
    M. B.
    President
    Phone icon
    United StatesNew York
    May 28, 2026
  • Stylized image of a person
    M. B.
    Chief Investment Officer
    Phone icon
    United StatesNew York
    Apr 19, 2024
  • Stylized image of a person
    R. P.
    Director Of Marketing/Client Liason
    Phone icon
    United StatesNew York
    May 30, 2026
  • Stylized image of a person
    B. B.
    Financial Services, Wealth Management, Financial, Tax & Estate Planning
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    A. V.
    Client Service Coordinator
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    L. M.
    Offivr Assistant
    Phone icon
    United StatesNew York
    Apr 15, 2026

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. The company's main headquarters is located in 25 Smith Street Nanuet, New York 10954 United States; 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 May 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 May 2026, Eastern Planning, Inc.'s key employees include:

  • Chief Investment Officer: M. B.
  • President: M. B.
  • Director Of Marketing/Client Liason: R. P.
  • Financial Services, Wealth Management, Financial, Tax & Estate Planning: B. B.
  • Client Service Coordinator: A. V.

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