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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Estimate how much you may earn over your working years based on your current income.
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See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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Estimate potential long-term care costs and what coverage may help address them.
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See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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See how the purchasing power of a dollar has changed over time due to inflation.
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Find out how large your emergency fund should be based on your monthly expenses.
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Watch this fun video for tips on how to search for missing money.
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Peer-to-peer payment apps are one of the newest ways to send money.
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Estate conservation is too important to put off. Do you have a smart exit strategy?