Our Firm

More than 30 years ago, an experienced financial advisor, Robert Loeb, CFP®, envisioned a firm that provided objective and comprehensive benefits services to small and mid-sized businesses. With this single vision in mind, he formed Westchester Benefit Group. Today, our team has evolved but our mission has remained the same: to provide creative solutions to business owners and individuals. We believe in reducing high costs without sacrificing benefits.

We seek to help employers worry less about implementing and managing their company benefits packages and instead have more time to focus on their goals. How do we do this? By creating strategies designed to minimize risk, reduce costs and taxes, control expenses, and increase your opportunities for building wealth and helping your employees manage their benefits.

We also offer comprehensive wealth management to individuals across the personal investing spectrum, from young professionals looking to get started on the right path to established executives with complex planning needs. At our core, we are passionate about serving others and will find solutions to help you and your business plan for the future efficiently and effectively.