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).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
MI, NJ, NY
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.
Rita Robbins (CRD# 1257222) is an Investment Advisor Representative working at Affiliated Advisors, Inc. in New York, NY and has over 24 years of experience in the finance industry.