Allstate Personal Financial Representative: Alan Weinstein

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.

Palisades Wealth Management Inc is a financial services firm based in West Nyack, NY, specializing in wealth management and investment advisory services for individuals and businesses. With a focus on personalized financial planning and strategic investment strategies, Palisades Wealth Management Inc aims to help clients achieve their long-term financial goals and secure their financial future. Generated from their business information