Who We Are
We are a team of highly-qualified professionals ready to help you with your group benefit and wealth management needs.
Who We Serve
We work with a diverse range of clients, including business owners, young professionals, executives, and families.
What Sets Us Apart
Our independent strategies are client-focused and tailored to fit your needs.
Caring at Our Core
Implementing and maintaining a comprehensive benefits package that is both competitive and cost-efficient requires creative strategizing and proactive management. For many business owners who are already juggling countless responsibilities, this can seem impossible. At Westchester Benefit Group, our goal is to help make the impossible possible by providing group benefit services to businesses of all sizes. Our team of advisors collaborates to craft plans that are right for you, your organization, and your employees.
We also offer comprehensive individual wealth management services and are motivated by helping others succeed. For more than 30 years, our goal of alleviating our clients’ financial stress so they can spend more time with the ones they love has never wavered. Contact us today to get started.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
A letter of instruction provides additional and more personal information regarding your estate.
Five phases to changing unhealthy behaviors.
Tips to avoid checking in luggage on your next vacation.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
This calculator shows how inflation over the years has impacted purchasing power.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A special needs trust helps care for a special needs child when you’re gone.
That big list of dreams and goals isn't the only way to look at your bucket list.
When do you need a will? The answer is easy: Right Now.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.