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),...
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Must have multiple clients with high benefit ratings in the industry to qualify
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