Our Mission
Who We Are
Westchester Financial Partners offers Retirement Planning Strategies for members of NYSTRS and TRSNYC. Our advisors 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 Manhasset. We look forward to meeting with you.
The Lincoln Investment Companies nor any of its representatives is affiliated with the New York State Teachers’ Retirement System (NYSTRS) or Teachers' Retirement System of the City of New York (TRSNYC); and NYSTRS and TRSNYC do not sponsor, authorize or endorse the retirement educational services described in this or other communications of The Lincoln Investment Companies.