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Know Someone Who Could Use Retirement Guidance?


Refer a fellow NYSTRS or TRSNYC Member, Friend, of Loved One to Westchester Financial Partners because confidence is worth sharing.

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Who Can I Refer?

Any NYSTRS or TRSNYC Member who may benefit from personalized retirement planning. A friend, family member, or loved one you would like to receive personalized Retirement Planning Strategies.

Will My Referral Be Contacted Right Away?

We’ll reach out respectfully and only once. If they’re interested, we’ll schedule a complimentary consultation.

How Are Consultations Held?

Personal Retirement Consultations are held in Person at our Tarrytown office in Westchester and our Manhasset office on Long Island. They can also be held virtually as Zoom Meetings.