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
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.