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.
Download our Free Social Security Ebook!
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.
Helpful Content
4 Elements of an Estate Strategy
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Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
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Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
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Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
To choose a plan, it’s important to ask yourself four key questions.
Data Thieves from Outer Space
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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Estimate how much you may earn over your working years based on your current income.
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An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
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Savvy investors take the time to separate emotion from fact.
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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
The Real Cost of a Vacation Home
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