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
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?