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.
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Use this handy calendar to remember the year’s most important financial dates.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
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Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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This calculator can help determine whether it makes sense to refinance your mortgage.
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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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This calculator can help you estimate how much you may need to save for retirement.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Investment tools and strategies that can enable you to pursue your retirement goals.
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16 Wall Street Cliches in 60 Seconds
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.