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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Estate Strategies of the Rich and Famous
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Understanding the Basics of Medigap Policies
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Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
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Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
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College Savings
See how much you may need to save now to cover future college costs for your child.
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Estimate how much home may fit within your budget based on income and expenses.
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Track your monthly income and expenses to get a clearer view of your cash flow.
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Compare your current student loan terms to a potential refinance to see if it makes sense.
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Estimate how much you may earn over your working years based on your current income.
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See how the purchasing power of a dollar has changed over time due to inflation.
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Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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Around the country, attitudes about retirement are shifting.
Bursting the Bubble
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Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
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.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?