Westchester Financial Partners

Custom Wealth Management

We create strategies that are tailored to your needs and goals.

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Lifelong Financial Guidance

Years of experience have prepared us to guide you through your life transitions.

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A Value-Based Investment Firm

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Wealth Management, Tailored To You

Who We Are

Westchester Financial Partners offers Retirement Planning Strategies for members of NYSTRS and TRSNYC. We are independent and work with many different life insurance companies and financial institutions.

Our planning process focuses on helping retirees achieve financial confidence with their investments by selecting those products that correspond with their goals in retirement. There are mistakes to avoid at retirement and our focus involves an in-depth profile of a client’s financial status. There are many factors to consider, and our discussion includes your goals, health, and family situation.

Westchester Financial Partners has offices in Westchester County in Tarrytown and on Long Island in Lake Success. We look forward to meeting with you.

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What We Do

“Will you retire in the next …1…5…10 years?”

At Westchester Financial Partners we specialize in Retirement Planning for Teachers. Are you a NYSTRS or TRSNYC member retiring in 1, 5, 10 years? Attend one of our Retirement Seminars to learn about the pitfalls surrounding the decisions you have to make at retirement.