Affiliated Advisors, Inc.

Affiliated Advisors, Inc. (CRD# 131295) is a financial advisory firm headquartered in Rochester, MI. They serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI, NJ, NY

Financial Advisors at Affiliated Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Beth L. Blecker
CRD#: 3092833
One Blue Hill Plaza, Pearl River , NY 10965
100
Wealthminder
score

Beth Blecker (CRD# 3092833) is the CEO and a Registered Financial Consultant® at Eastern Planning Inc.

 

Drawing upon my many years of experience in retirement planning and particular expertise in distribution strategies, I provide clients approaching their retirement years with proactive financial management, encouraging them to take active roles in creating their own customized investment portfolios.

 

I am a long-time member of Ed Slott Master Elite Advisors, an organization of financial advisors dedicated to serving as leaders in the IRA industry,  I teach retirement planning and distribution strategies to local CPA groups and corporations, as well as at various financial services industry events.

 

I have long been involved in helping women develop financial literacy. I offer regular workshops and have hosted a weekly internet show, Taking Control: Financial Independence for Women (translated for the hearing-impaired). I was also a past President of the Rockland Business Women’s Networ, a non-profit organization that supports and empowers women by providing networking and educational opportunities.

 

A graduate of Fairleigh Dickinson University, I helped launch Eastern Planning in 1995 after a 20-year career in corporate and public accounting. In 2000, I took over as CEO and have grown Eastern Planning into a firm known for its personal, practical advice and superior client service.

 

My passionate interest in the community has inspired me to volunteer in many areas. I serve on the board of People to People and Saint Thomas Aquinas College President’s Council and as a Big Sister with the Rockland County Big Brother Big Sister program.  I am an active tennis player, and I absolutly love 

spending time with my young grandchildren, Reid, Spencer and Harrison.

 

 

2
Rita Robbins
CRD#: 1257222
310 Riverside Drive, Suite 1420, New York, NY 10025
93
Wealthminder
score

Rita Robbins (CRD# 1257222) is an Investment Advisor Representative working at Affiliated Advisors, Inc. in New York, NY and has over 22 years of experience in the finance industry.

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