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
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.