Westchester Financial Planning

At Westchester Financial Planning, we are dedicated to helping individuals, families, and businesses achieve their financial goals. With over 25 years of experience, our team of dedicated professionals has been empowering our clients to take control of their financial lives. Our mission is to provide personalized financial guidance, tailored to each client's unique needs and goals.

Our Philosophy & Process

At Westchester Financial Planning, we believe that building strong relationships is the key to a successful financial partnership. Our process is designed to understand our clients' unique financial needs, goals, and concerns. We take the time to listen, understand, and tailor a customized financial plan that is designed to help our clients achieve their financial objectives. We strive to provide clear, straightforward guidance, and our team is dedicated to helping our clients make informed decisions about their financial futures.

Our Services

We offer a comprehensive range of financial services, including:

• Financial Planning: We help individuals and families create a personalized financial plan, tailored to their unique needs and goals.
• Investment Management: Our team of experienced professionals manages investment portfolios, designed to help our clients achieve their financial objectives.
• Retirement Planning: We help our clients prepare for retirement with customized retirement plans, including planning and management services.
• Non-Traditional Investments: Our team provides guidance on non-traditional investments, such as alternative investments and estate planning strategies.

Our Team

Our team is comprised of experienced professionals, dedicated to providing exceptional service and guidance to our clients. Our team includes:

• Russell E. Glickstern, CFP: Founder and Principal of Westchester Financial Planning.
• Jeanne Alecci: Customer Service/Administrative Assistant.
• Pamela Suett: Digital Marketer.

Why Choose Westchester Financial Planning?

At Westchester Financial Planning, we are committed to delivering exceptional service, expertise, and personalized attention to our clients. Our team is dedicated to helping our clients achieve their financial goals, and we strive to build long-lasting relationships with our clients. With over 25 years of experience, our team is equipped to handle a wide range of financial services and planning needs.

Get Started Today

If you are seeking a trusted financial advisor to help you achieve your financial goals, contact us today. We invite you to explore our website, and discover how we can help you take control of your financial life.