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“Will you retire in the next …1…5…10 years?”

At Westchester Financial Partners we specialize in Retirement Planning for Teachers. Are you a NYSTRS or TRSNYC member retiring in 1, 5, 10 years? Attend one of our Retirement Seminars to learn about the pitfalls surrounding the decisions you have to make at retirement.

How We Do It

Three Step Process: Attend Retirement Seminar, Have a Personal Retirement Consultation, and Management throughout the years before and after retirement.



Join us for an informational Retirement Seminar to learn how you and your loved ones are affected by the pension options in NYSTRS and TRSNYC.
Attend one of our NYSTRS or TRSNYC Retirement Seminars, all members are welcome whether you are a Teacher or Administrator.
Learn Strategies to Maximize your pension.
Costly mistakes to avoid.
Why early planning is essential.

Personal Retirement Consultation

We provide complimentary 2-hour Personal Retirement Consultations for an in-depth analysis of your Pre-Retirement readiness.

Schedule a Consultation


All your retirement and life insurance needs.
403b, IRA, Roth IRA, SEP IRA, Brokerage Accounts, 529 Plans, Life Insurance, Long Term Care.
Licensed in NY, NJ, CT, PA, NH, NC, FL, TX


Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance