Who We Are
We are independent CERTIFIED FINANCIAL PLANNER™ Professionals, fully committed to our clients’ interests in mind.
How We Work
We work as your partner and advocate creating tailored solutions on a fiduciary basis.
What We Offer
We offer comprehensive wealth management and retirement planning strategies.
Customized Financial Strategies For the Many Milestones in Life
In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.
Westchester Financial Advisors is an independent financial services practice where our advisors are dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with balanced advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.
Contact UsHelpful Content
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Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
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Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.