At Westchester Financial Partners we are independent and work with many financial institutions. We offer investments, insurance, and retirement planning to individuals and businesses. Our philosophy is one of financial diversity. We assist our clients using scores of competing financial institutions and their products. Our areas of expertise include, but are not limited to:

403(b), Roth 403(b)
TDA
IRA, Roth IRA
Brokerage
529 Plans
Managed Accounts