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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If you died, what would happen to your email archives, social profiles and online accounts?
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Retirement Seen Through Your Eyes
What's your vision of retirement?
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?