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
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
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The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.