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 Manhasset. We look forward to meeting with you.
Peter Knapp, CLU®
Financial Advisor
914-809-5019
peter.knapp@westchesterfinancialpartners.com
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.
Nicholas Dunn
Financial Professional
914-809-5019
nicholas.dunn@westchesterfinancialpartners.com
"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
Financial Advisor
914-809-5019
kevin.coscarelli@westchesterfinancialpartners.com
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,...
Brandon Ulloa
Financial Advisor
914-809-5019
brandon.ulloa@westchesterfinancialpartners.com
Brandon has an extensive background in Finance & Wealth Management, that is fortified with a relationship-driven, client-first approach. Earning a reputation as an advisor you can count on in NYS, he is also able to serve clients in...