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1000 Main Street Suite 1 Port Jefferson, NY 11777

631-743-4001
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Your Money Deserves Our Help.

Your Money Deserves Our Help.

Don’t go it alone. Whether you’re a first-time investor, reimagining your retirement, or anything in between, you need a stellar team of financial professionals in your corner. It’s our mission to coordinate all aspects of your financial picture to get you the best advice and wealth management available.

Bull and Bear Go To Market

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Welcome to Economic Planning Group East

Welcome to Economic Planning Group East

In today's complex world, we could all use a little help. Economic Planning Group East would love to be chosen as your trusted advisor. Please let us know how we can be of assistance.

Who We Are

Our Team

Christian Buzzanca

Christian P. Buzzanca, CLU,ChFC

Chief Executive Officer

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Matthew Kelley

Matthew Kelley

Private Wealth Advisor

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William Rugen

William Rugen

Private Wealth Advisor

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Charlene Vitale

Marketing & Events

Who We Serve

Helping investors from every background

Retirement

Retirement

Get a plan, and stick to it!

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Small Business Owners

Small Business Owners

Supporting small businesses

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Working Professionals

Working Professionals

Make your money work for you

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Women

Women

Understanding your unique needs

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How can we help?

We understand that not everyone’s financial situation looks the same. That’s why we offer a complimentary introductory call to review your portfolio and see how we can help you meet your goals. A short call is all you need to get started with a financial professional.

Make an Appointment

Your Money. Our Know-How.

When was the last time you sat down and had an eye-opening conversation about your money, life, and goals? If it’s been a while, it may be time for some great advice from a trusted source.

Whether you’re a first-time investor, wealth-builder, retirement-seeker, or beyond, we’re here for you. We’re proud of our team and the people we’ve helped, and we hope we can count you among them.

Retirement

Make a plan and keep it on track

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Financial Advice

Goal-setting, cash flow, and risk management

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Debt Management

Keep your money working for you

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Estate Strategy

Plan for every phase of life

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As Simple As 1, 2, 3

STEP

1

Assess

The more we know about you, your finances, and your goals, the better we can help.

STEP

2

Strategize

We’ll provide an amazing experience and a financial strategy that works with your lifestyle.

STEP

3

Implement

Life is always changing, and so are you. We’ll be by your side through every twist and turn.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Make an Appointment

We’d love to learn more about you and your financial goals. Our form is the best way to schedule a complimentary introductory call.

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