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Our Mission

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. 

One of our primary goals is to develop a long-term, trusting relationship with you.

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