Westchester Benefit Group is an independent insurance and wealth management firm that strives to be a complete solution to small businesses and families financial needs.
Our company is deeply rooted in providing benefits to businesses including health insurance and 401k plans. Over the past 30 years we have built out a team of financial advisors who work with individuals & families to offer holistic financial planning including investing, retirement planning, life insurance, disability insurance, long term care, tax planning, college planning, and much more.
Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.
Westchester Benefit Group, Inc. is not affiliated with Kestra IS or Kestra AS.
Company Details
- Employees
- 12
- Founded
- -
- Address
- 500 Summit Lake Dr, Valhalla,new York 10595,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Health Insurance, Investments, Retirement Planning, Employee Benefits, Life Insurance, Financial Planning, Disability Insurance, Long Term Care Insurance, 401(k), Estate Planning, Medicare Planning.
- HQ
- Valhalla, New York
Westchester Benefit Group, Inc. Questions
Westchester Benefit Group, Inc.'s website is https://www.westchesterbenefit.com/
Westchester Benefit Group, Inc.'s LinkedIn profile is https://www.linkedin.com/company/westchester-benefit-group
Westchester Benefit Group, Inc. has
12 employees.
View email and phone details for 12
employees at Westchester Benefit Group, Inc..
Westchester Benefit Group, Inc.'s industry is
Financial Services
Westchester Benefit Group, Inc.'s top competitors are
Truenorth Financial Solutions,
Knox Grove Financial, Llc.,
Atlantic Cooling,
Revelator,
Gutsphere,
Cleanboss Inc.,
Mount Everest Consulting,
Metahorizon Inc,
Una-Usa Orange County,
Sconcept.
Westchester Benefit Group, Inc.'s categories are Financial Services
Westchester Benefit Group, Inc.'s founding year is 1985
