Westchester Benefit Group, Inc.

Westchester Benefit Group, Inc.

Financial-Services

Valhalla, New York
United States
Company Tagline

A One-Stop-Shop for Families & Small Businesses - Insurance, Investing, Employee Benefits, Financial Planning

Industry Category
Financial-Services
Company Description

Westchester Benefit Group, Inc. stands as a premier financial services firm dedicated to providing comprehensive solutions for families and small businesses. With decades of experience, Westchester Benefit Group has become a trusted partner, offering a wide array of services designed to meet diverse financial needs. Located at 500 Summit Lake Dr, Valhalla, New York 10595, US, Westchester Benefit Group is committed to delivering exceptional value and personalized support.

Specializing in insurance, investing, and employee benefits, Westchester Benefit Group excels in offering health insurance and 401k plans to businesses. The firm’s team of seasoned financial advisors provides holistic financial planning, including retirement planning, life insurance, disability insurance, long-term care solutions, and tax planning. Westchester Benefit Group's expertise also extends to college planning and much more, ensuring clients receive well-rounded and strategic advice.

Westchester Benefit Group, Inc. is dedicated to fostering financial security and growth for its clients. By understanding the unique challenges and opportunities facing families and businesses, Westchester Benefit Group tailors its services to achieve optimal outcomes. We invite the manager of Westchester Benefit Group to create a customized and exclusive company showcase and product listing on our platform to further enhance your market presence.

Westchester Benefit Group, Inc. est une société de services financiers de premier plan dédiée à fournir des solutions complètes aux familles et aux petites entreprises. Forte de décennies d'expérience, Westchester Benefit Group est devenue un partenaire de confiance, offrant un large éventail de services conçus pour répondre à divers besoins financiers. Située au 500 Summit Lake Dr, Valhalla, New York 10595, États-Unis, Westchester Benefit Group s'engage à fournir une valeur exceptionnelle et un soutien personnalisé.

Spécialisée dans l'assurance, l'investissement et les avantages sociaux, Westchester Benefit Group excelle dans l'offre d'assurance maladie et de plans 401k aux entreprises. L'équipe de conseillers financiers chevronnés de l'entreprise fournit une planification financière holistique, y compris la planification de la retraite, l'assurance-vie, l'assurance invalidité, les solutions de soins de longue durée et la planification fiscale. L'expertise de Westchester Benefit Group s'étend également à la planification des études universitaires et bien plus encore, garantissant aux clients des conseils complets et stratégiques.

Westchester Benefit Group, Inc. se consacre à favoriser la sécurité financière et la croissance de ses clients. En comprenant les défis et les opportunités uniques auxquels sont confrontées les familles et les entreprises, Westchester Benefit Group adapte ses services pour obtenir des résultats optimaux. Nous invitons le gestionnaire de Westchester Benefit Group à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore votre présence sur le marché.

Key Personnel / Employees
David Bauer Louise Tomassetti Paxton Ballard Robert Loeb

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Compare Westchester Benefit Group, Inc. with 3 companies in Financial-Services

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Founded Year
2017 2024 2008
Company Size
2-10 1 employee 11-50
City
Valhalla, New York Charleston, South Carolina Ontario, California
Country
United States United States United States
Skills & Keywords Comparing with main company
14 Total Skills
Financial Services Insurance Wealth Management Retirement Planning Employee Benefits Financial Planning Investments Health Insurance Disability Insurance Estate Planning Long Term Care Insurance 401(k) Medicare Planning Life Insurance
5 Total 1 Common 4 Unique
Match 7%
Common Skills:
Wealth Management
Unique Skills:
Annuities Business Planning Income Planning Investing
12 Total 12 Unique
Unique Skills:
401(k) Retirement Savings Plans 401(k) Rollovers Buy-sell Agreements Cash Flow Management Education Funding Strategies Employee Wellness +6
7 Total 7 Unique
Unique Skills:
401k Rollovers Business Planning College Fund Planning Group Benefits Medicare Retirement +1
4
Total Companies
2008
Oldest Founded
1
Countries
36
Unique Skills

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Alternative Company Names

This company is also known as

Westchester Benefit Group Inc. 威斯特切斯特福利集团公司 वेस्टचेस्टर बेनिफिट ग्रुप इंक. مجموعة ويستتشستر للمزايا، إنكوربوريتد Вестчестер Бенефит Груп Инк.