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
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.