We are independent CERTIFIED FINANCIAL PLANNER Professionals, fully committed to our clients' interests in mind. In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.
Westchester Financial Advisors is an independent financial services practice where our advisors are dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with balanced advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life.
Westchester Financial Advisors is an independent financial services practice where our advisors are dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with balanced advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life.
Services
Westchester Financial Advisors was established in early 2016 based on a shared vision to serve clients with the objectivity, the independence and the wisdom that comes along with over 25 years of individual experience. Marathon Financial, Herkert Financial Planning and Berkowitz Wealth Management were brought together to create a warm, friendly customized environment at 220 White Plains Road in Tarrytown.
The advisors at Westchester Financial Advisors specialize in the design and implementation of retirement, investment and income distribution strategies. Our approach is collaborative and we are happy to work with your accountant, estate planning attorney and other professionals to help ensure your overall plan is coordinated.
Headquartered in Austin, Texas, Kestra Financial provides an industry-leading platform that empowers sophisticated independent financial advisors to provide clients with superior service. With an energetic culture rich in reinvention and advocacy, we've developed integrated business management technology that offers exceptional scale and efficiency.
Most people think that all financial planners are "certified, " but this is not true. Anyone can call himself or herself a "financial planner." Only those who have fulfilled the certification and renewal requirements of the CFP(R) Board can display the CFP(R) certification marks. When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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