Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
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.
Peter Knapp is a noted financial speaker. His 40 years of advocacy throughout New York State has made him an invaluable resource for NYSTRS and TRSNYC members.
“The only thing better than showing someone their cash flow in retirement will be more than when they are working, is showing them, they can retire earlier than expected.”
Kevin Coscarelli has worked in Insurance and Financial Services for the past 12 years. He runs our office in Lake Success on Long Island where we have many clients. Kevin makes his residence nearby in New Hyde Park with his wife,...