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Eastern Planning Logo
Eastern Planning CB Rank
2691556
Heat Score
56
Eastern Planning provides retirement planning, investment allocation, tax/estate planning and risk management services.
Founded
obfuscation
Private Nanuet, New York, United States1-10 easternplanning.com/
Consulting
Financial Services
Retirement
Risk Management
Overview

Eastern Planning
Heat Score
56

Growth Score
pts
in past quarter
Heat Score 56
-12 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Eastern Planning

CB Rank
2691556
Eastern Planning provides retirement planning, investment allocation, tax/estate planning and risk management services.
Founded
obfuscation
Private Nanuet, New York, United States1-10 easternplanning.com/
Consulting
Financial Services
Retirement
Risk Management

Details

Legal Name Eastern Planning Inc
Operating Status Active
Company Type For Profit
Phone Number +1 845-627-8300
Contact Email nicole@easternplanning.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning
Guidance on preparing for retirement, including determining portfolio distribution rates and proposing efficient distribution strategies.
Investment Allocation
Development of an Investment Policy Statement summarizing risk tolerance, time horizon, asset allocation, investment selection, and rebalancing criteria.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 2
News
Technology
View Tech Report

Monthly Web Visits

281

IT Spend

$83KThis year, Eastern Planning is projected to spend $83K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Google (GOOG) Logo
Google (GOOG)
76
iPhone Logo
iPhone
76
Email Management Software Logo
Email Management Software
75

Active Website Tech Count

26Eastern Planning is actively using 26 technologies for its website, according to BuiltWith. These include Google Font API, Common Crawl, and  Google Tag Manager.
Sub-Organizations
Frequently Asked Questions

Where is Eastern Planning's headquarters? Eastern Planning is located in Nanuet, New York, United States.
Who We Are
What We Do
Helpful Links
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