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 Us
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
There are things about Social Security that might surprise you.
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate your monthly and annual income from various IRA types.
Savvy investors take the time to separate emotion from fact.
When do you need a will? The answer is easy: Right Now.
A couple become Retirement Plan Detectives, searching records from old employers.
If you died, what would happen to your email archives, social profiles and online accounts?
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.