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“Every client has different needs and challenges. My goal is to achieve the highest level of understanding of their unique situation. Only then can I help them plan with confidence.” Drawing upon her many years of experience in...

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“It’s important for clients to understand how they can manage their behavior to help achieve their long-term investing goals.” Specializing in portfolio management and IRA distribution planning, Matt Becker applies his strong...

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Donna DeMaria

Client Coordinator/ Service Assistant

(845) 627-8300

(845) 627-8237

Donna is the first person you'll see when you visit the office of Eastern Planning Inc. and the first voice you'll hear on the phone. In addition, she is available if you have any questions about your statement, online access,...

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Nicole likes to keep you up to date with what is going on both in the world and at Eastern Planning. Therefore she has several systems of communications; letters, e-letters, conference calls, webinars, workshops, mailings and social...

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