Westchester Benefit

(on summit lake drive)
Financial Services in Valhalla, NY
Financial Services

Hours

Monday
8:30AM - 5:30PM
Tuesday
8:30AM - 5:30PM
Wednesday
8:30AM - 5:30PM
Thursday
8:30AM - 5:30PM
Friday
8:30AM - 5:30PM
Saturday
Closed
Sunday
Closed

Location

500 Summit Lake Drive
Valhalla, NY
10595

About

More than 30 years ago, an experienced financial advisor, Robert Loeb, CFP®, envisioned a firm that provided objective and comprehensive benefits services to small and mid-sized businesses. With this single vision in mind, he formed Westchester Benefit Group. Today, our team has evolved but our mission has remained the same: to provide creative solutions to business owners and individuals. We believe in reducing high costs without sacrificing benefits.

Photos

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Services

  • Financial Planning
  • Wealth Management
  • Estate Planning
  • Insurance

Latest

You've allocated your assets; you just may not realize it yet. #AssetAllocation WESTCHESTERBENEFIT.COM Asset Allocation
Are your passwords easy to crack or difficult to decipher? Test your knowledge. WESTCHESTERBENEFIT.COM Password Protection Strategies
The truth is a little more complicated with these personal finance idioms. WESTCHESTERBENEFIT.COM The Latte Lie and Other Myths
The savings rate is the government’s estimate of how much U.S. households are saving. WESTCHESTERBENEFIT.COM U.S. Personal Savings Rate
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance WESTCHESTERBENEFIT.COM Rebalancing Your Portfolio
Consider a bucket plan to go with your bucket list. #RetirementSavings WESTCHESTERBENEFIT.COM A Bucket Plan to Go with Your Bucket List
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases. WESTCHESTERBENEFIT.COM Monthly Market Insights | October 2020
Do global and international mutual funds complement or conflict with each other? WESTCHESTERBENEFIT.COM Global vs. International: What’s The Difference?
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more. WESTCHESTERBENEFIT.COM How to Read Your Credit Report
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare WESTCHESTERBENEFIT.COM Money that Buys Good Health is Never Ill Spent
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity WESTCHESTERBENEFIT.COM When Should You Take Social Security
Working in Retirement: New trend or same old story? WESTCHESTERBENEFIT.COM Where Will Your Retirement Money Come From?
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement WESTCHESTERBENEFIT.COM How to Retire Early
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits WESTCHESTERBENEFIT.COM Changing Unhealthy Behaviors
How much do you know about stocks? WESTCHESTERBENEFIT.COM How Stocks Work
Currency has been around for a long time. Here’s a quick #history lesson. WESTCHESTERBENEFIT.COM The History of Currency
How much is enough for your emergency fund? WESTCHESTERBENEFIT.COM Your Emergency Fund: How Much Is Enough?
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons. WESTCHESTERBENEFIT.COM Four Really Good Reasons to Invest
You’re the conductor of your 401k, IRA and taxable savings. WESTCHESTERBENEFIT.COM Orchestrating Your Retirement Accounts
There are ways to protect your business in the event of your death or the death of a partner. WESTCHESTERBENEFIT.COM Insuring Your Business With a Buy/Sell Agreement
Every year since 1947, the U.S. President pens an economics textbook. WESTCHESTERBENEFIT.COM Required Reading: The Economic Report of the President
The financial risks to consider when evaluating self insurance? #Insurance WESTCHESTERBENEFIT.COM When to Self-Insure
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation WESTCHESTERBENEFIT.COM Inflation & Your Money
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA WESTCHESTERBENEFIT.COM IRA Withdrawals that Escape the 10% Tax Penalty
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity WESTCHESTERBENEFIT.COM Important Birthdays Over 50
Does it make more sense to push back #retirement, or not to retire at all? WESTCHESTERBENEFIT.COM Should You Ever Retire?
Could your portfolio benefit from a zero-coupon bond? WESTCHESTERBENEFIT.COM The ABCs of Zero Coupon Bonds
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity WESTCHESTERBENEFIT.COM Social Security: By the Numbers
How many credit cards do you have? WESTCHESTERBENEFIT.COM Spotting Credit Trouble
If you thought that payouts from life insurance are tax-free in all cases, think again. WESTCHESTERBENEFIT.COM When Life Insurance Becomes Taxable
Do you know how long it may take for your investments to double in value? WESTCHESTERBENEFIT.COM The Rule of 72
Even low inflation rates can pose a threat to investment returns. #inflation #investment WESTCHESTERBENEFIT.COM Inflation and Your Portfolio
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours? WESTCHESTERBENEFIT.COM Does Your Portfolio Fit Your Retirement Lifestyle?
The sooner you begin investing, the longer your money can work for you. WESTCHESTERBENEFIT.COM The Cost of Procrastination
Tax time can be a good time to give your household budget a checkup. WESTCHESTERBENEFIT.COM Budget Check Up: Tax Time Is the Right Time
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected? WESTCHESTERBENEFIT.COM Social Media: #NewestBusinessLiabilityRisk
When you chase the market, it’s easy to fall behind. Develop a sound investment strategy. WESTCHESTERBENEFIT.COM Events on Wall Street
Does your business have a retirement strategy that fits your short, long-term needs? WESTCHESTERBENEFIT.COM Choosing a Retirement Plan that Fits Your Business
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy WESTCHESTERBENEFIT.COM The Junk Drawer Approach to Investing
There are many factors to consider before tapping retirement money to pay for college. WESTCHESTERBENEFIT.COM Should You Tap Retirement Savings to Fund College?
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions. WESTCHESTERBENEFIT.COM Six Most Overlooked Tax Deductions
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks? WESTCHESTERBENEFIT.COM The Value of Insuring Against Life’s Risks
Could you find acres of diamonds in your own backyard? Watch this video. WESTCHESTERBENEFIT.COM Acres of Diamonds
Do you know the difference between a global mutual fund and an international mutual fund? WESTCHESTERBENEFIT.COM Global and International Funds
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits? WESTCHESTERBENEFIT.COM 9 Facts About Social Security
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs. WESTCHESTERBENEFIT.COM Put It in a Letter
Are your investment decisions based on rational analysis or are they driven by emotion? #SmartInvesting WESTCHESTERBENEFIT.COM What Smart Investors Know
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard WESTCHESTERBENEFIT.COM Weighing the Benefits of Prepaid Debit Cards
When it comes to investing, you may be your own worst enemy. WESTCHESTERBENEFIT.COM Don’t Be Your Own Worst Enemy
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles. WESTCHESTERBENEFIT.COM The Business Cycle
Is there a role for both active and passive investments in your portfolio? WESTCHESTERBENEFIT.COM The Great Debate Continues: Active vs. Passive
Ever wonder about those free credit scores you get once a year? #creditscore #credit WESTCHESTERBENEFIT.COM The Lowdown on Those Free Credit Scores
Concerned about the social impact of your investments? WESTCHESTERBENEFIT.COM Investing with Your Heart
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS WESTCHESTERBENEFIT.COM TIPS for Inflation
You’ll need to weigh several factors before retiring abroad. WESTCHESTERBENEFIT.COM Thinking of Retiring Abroad?
You face sequence of returns risk. Know what it is? #investing #investmentrisk WESTCHESTERBENEFIT.COM The Investment Risk No One’s Ever Heard Of
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends. WESTCHESTERBENEFIT.COM Life and Death of a Twenty Dollar Bill
Some simple, inexpensive energy-saving tips that may help you save money. WESTCHESTERBENEFIT.COM A Penny Saved is Two Pennies Earned
The savings rate is the government’s estimate of how much U.S. households are saving. WESTCHESTERBENEFIT.COM U.S. Personal Savings Rate
Do you have a will? Is it updated? WESTCHESTERBENEFIT.COM When Do You Need a Will?
You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here: WESTCHESTERBENEFIT.COM Breaking Down the Parts of Medicare
Saving for college doesn’t have to be as complicated as college itself. WESTCHESTERBENEFIT.COM Saving for College 101
Can group and private disability policies work together? #DisabilityInsurance WESTCHESTERBENEFIT.COM Can Group, Private Disability Policies Work Together?
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events. WESTCHESTERBENEFIT.COM Monthly Market Insights | December 2020
Sector investing may present an opportunity — if you do your homework. #investing WESTCHESTERBENEFIT.COM The Utility of Sector Investing
How many credit cards do you have? WESTCHESTERBENEFIT.COM Spotting Credit Trouble
How literate are you when it comes to your finances? Brush up with these five basics. WESTCHESTERBENEFIT.COM The Five Basics of Financial Literacy
Are your passwords easy to crack or difficult to decipher? Test your knowledge. WESTCHESTERBENEFIT.COM Password Protection Strategies
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now. WESTCHESTERBENEFIT.COM Lesser Known Provisions of the SECURE Act
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit WESTCHESTERBENEFIT.COM Countering Counterfeit Currency
There are many factors to consider before tapping retirement money to pay for college. WESTCHESTERBENEFIT.COM Should You Tap Retirement Savings to Fund College?
There are billions in unclaimed dollars in the US. Is some of that yours? WESTCHESTERBENEFIT.COM Surprise! You’ve Got Money!
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons. WESTCHESTERBENEFIT.COM When Markets React
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options. WESTCHESTERBENEFIT.COM Encore Careers: Push Your Boundaries
Wall Street has a lot of cliches. How many do you know? #WallStreet WESTCHESTERBENEFIT.COM 16 Wall Street Cliches in 60 Seconds
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market. WESTCHESTERBENEFIT.COM Jane Bond: Infiltrating the Market
When was the last time you paid yourself first? WESTCHESTERBENEFIT.COM Pay Yourself First
Currency has been around for a long time. Here’s a quick #history lesson. WESTCHESTERBENEFIT.COM The History of Currency
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire WESTCHESTERBENEFIT.COM Social Security: The $64,000 Question
Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now] WESTCHESTERBENEFIT.COM The A, B, C, & D of Medicare
What does it actually cost to raise a child? You might be surprised. WESTCHESTERBENEFIT.COM The Half Million Dollar Baby
The truth is a little more complicated with these personal finance idioms. WESTCHESTERBENEFIT.COM The Latte Lie and Other Myths
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance. WESTCHESTERBENEFIT.COM Retiring the 4% Rule
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons. WESTCHESTERBENEFIT.COM When Markets React
Do you know how long it may take for your investments to double in value? WESTCHESTERBENEFIT.COM The Rule of 72
The savings rate is the government’s estimate of how much U.S. households are saving. WESTCHESTERBENEFIT.COM U.S. Personal Savings Rate
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles. WESTCHESTERBENEFIT.COM The Business Cycle
Secrets of the Temple: How the Federal Reserve works. #FederalReserve WESTCHESTERBENEFIT.COM How the Federal Reserve Works
If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake. WESTCHESTERBENEFIT.COM Stay Safe with a B.O.P. At Your Back
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire WESTCHESTERBENEFIT.COM Social Security: The $64,000 Question
Did you know that women control 51% of all personal wealth in the United States? WESTCHESTERBENEFIT.COM Women on the Rise
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill. WESTCHESTERBENEFIT.COM Monthly Market Insights | January 2021
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains. WESTCHESTERBENEFIT.COM A Taxing Story: Capital Gains and Losses
Take an inside look into Simplified Employee Pension plans. WESTCHESTERBENEFIT.COM Is a SEP-IRA Right for Your Business?
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity WESTCHESTERBENEFIT.COM Important Birthdays Over 50
You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance WESTCHESTERBENEFIT.COM A Look at Whole Life Insurance
Have a strategy for discussing healthcare with your parents. #AgingParents WESTCHESTERBENEFIT.COM Caring for Aging Parents
Is your retirement portfolio subject to “sequence of returns” danger? WESTCHESTERBENEFIT.COM Retirement Income and the Traditional Portfolio
Sector investing may present an opportunity — if you do your homework. #investing WESTCHESTERBENEFIT.COM The Utility of Sector Investing
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds. WESTCHESTERBENEFIT.COM Data Thieves from Outer Space
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you. WESTCHESTERBENEFIT.COM The SECURE Act
Nobel-prize-winning investment research. WESTCHESTERBENEFIT.COM The Ivory Tower Changes Wall Street
College, kids and costs. WESTCHESTERBENEFIT.COM Getting a Head Start on College Savings
Attention Estate Executors: Do you know about the Alternate Valuation Date? WESTCHESTERBENEFIT.COM Understanding the Alternate Valuation Date
How prepared are you for retirement? WESTCHESTERBENEFIT.COM The Pre-Retirement Checklist
How much do you know about stocks? WESTCHESTERBENEFIT.COM How Stocks Work
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more. WESTCHESTERBENEFIT.COM Medicare Advantage 101
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity WESTCHESTERBENEFIT.COM Perception vs. Reality
Lifestyle inflation can be the enemy of wealth building. WESTCHESTERBENEFIT.COM Keeping Up with the Joneses
If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here: WESTCHESTERBENEFIT.COM Medicare At 65+
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings WESTCHESTERBENEFIT.COM What Our Kids Can Teach us About Saving Money
Just entering retirement? Here's what you need to know. WESTCHESTERBENEFIT.COM 9 Facts About Retirement
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar WESTCHESTERBENEFIT.COM Buying vs. Leasing a Car
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit. WESTCHESTERBENEFIT.COM A Fruitful Retirement: Social Security Benefit
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement WESTCHESTERBENEFIT.COM Social Security Benefits: How Much Will I Receive
Saving for college doesn’t have to be as complicated as college itself. WESTCHESTERBENEFIT.COM Saving for College 101
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard WESTCHESTERBENEFIT.COM Weighing the Benefits of Prepaid Debit Cards
Over age 50? You may be able to catch-up on retirement. WESTCHESTERBENEFIT.COM Catch-Up Contributions
Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more: WESTCHESTERBENEFIT.COM Prescription Drug Benefits Under Medicare (Part D)
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy WESTCHESTERBENEFIT.COM The Junk Drawer Approach to Investing
You've allocated your assets; you just may not realize it yet. #AssetAllocation WESTCHESTERBENEFIT.COM Asset Allocation
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance WESTCHESTERBENEFIT.COM What You Should Do About Insurance Following a Divorce
When was the last time you checked your credit score? #CreditScore WESTCHESTERBENEFIT.COM How Does Your Credit Score Compare?
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions. WESTCHESTERBENEFIT.COM Monthly Market Insights | February 2021
Long-term care: three words many people hope they'll never need. WESTCHESTERBENEFIT.COM Understanding Long-Term Care
You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance MYF.MG A Look at Whole Life Insurance
When it comes to investing, you may be your own worst enemy. WESTCHESTERBENEFIT.COM Don’t Be Your Own Worst Enemy
It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here: WESTCHESTERBENEFIT.COM Questions to Ask About Medicare
You make your own investment decisions, but how familiar are you with the products? Take our short quiz. WESTCHESTERBENEFIT.COM What’s Your Investment IQ?
Currency has been around for a long time. Here’s a quick #history lesson. WESTCHESTERBENEFIT.COM The History of Currency
Never get stuck with the check again after watching this. WESTCHESTERBENEFIT.COM No Cash, No Checks, No Problem
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity WESTCHESTERBENEFIT.COM Social Security: By the Numbers
Your financial future is calling. Develop a strategy for your investments today. WESTCHESTERBENEFIT.COM The Cost of Procrastination
A #specialneeds #trust can help care for a special needs child, even after you’re gone. WESTCHESTERBENEFIT.COM When Special Care Is Needed: The Special Needs Trust
Childhood attitudes and habits can determine your child's health in his or her adult years. WESTCHESTERBENEFIT.COM Raising Healthy Children
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit WESTCHESTERBENEFIT.COM Countering Counterfeit Currency
Ever wonder about those free credit scores you get once a year? #creditscore #credit WESTCHESTERBENEFIT.COM The Lowdown on Those Free Credit Scores
When it comes to investing, you may be your own worst enemy. WESTCHESTERBENEFIT.COM Don’t Be Your Own Worst Enemy
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends. WESTCHESTERBENEFIT.COM Life and Death of a Twenty Dollar Bill
Should gold be a part of your diversified portfolio? WESTCHESTERBENEFIT.COM Should I Invest in Gold?
Do you know the difference between a global mutual fund and an international mutual fund? WESTCHESTERBENEFIT.COM Global and International Funds
The sooner you begin investing, the longer your money can work for you. WESTCHESTERBENEFIT.COM The Cost of Procrastination
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow. WESTCHESTERBENEFIT.COM The Long Run: Women and Retirement
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you. WESTCHESTERBENEFIT.COM How to Make the Tax Code Work for You
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy WESTCHESTERBENEFIT.COM The Junk Drawer Approach to Investing
Here are 4 unexpected locations that make great places to #raise your #family. WESTCHESTERBENEFIT.COM Four Great, Unexpected Places to Raise a Family
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec WESTCHESTERBENEFIT.COM Insuring Your Business Against Cyber Liability
Take an inside look into Simplified Employee Pension plans. WESTCHESTERBENEFIT.COM Is a SEP-IRA Right for Your Business?
“Old age is no place for sissies,” said actress Bette Davis. #LifeInsurance WESTCHESTERBENEFIT.COM Planning for the Expected
Lifestyle inflation can be the enemy of wealth building. WESTCHESTERBENEFIT.COM Keeping Up with the Joneses
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks. WESTCHESTERBENEFIT.COM Monthly Market Insights | March 2021
You face sequence of returns risk. Know what it is? #investing #investmentrisk WESTCHESTERBENEFIT.COM The Investment Risk No One’s Ever Heard Of
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement WESTCHESTERBENEFIT.COM Social Security: Five Facts You Need to Know
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap. WESTCHESTERBENEFIT.COM Understanding the Basics of Medigap Policies
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same? WESTCHESTERBENEFIT.COM Retiring Wild: National Parks and You
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation WESTCHESTERBENEFIT.COM Inflation & Your Money
What does it actually cost to raise a child? You might be surprised. WESTCHESTERBENEFIT.COM The Half Million Dollar Baby
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec WESTCHESTERBENEFIT.COM Insuring Your Business Against Cyber Liability
Children with special needs may need ongoing help after their parents are gone. WESTCHESTERBENEFIT.COM 4 Steps to Protecting a Child with Disabilities
Tax time can be a good time to give your household budget a checkup. WESTCHESTERBENEFIT.COM Budget Check Up: Tax Time Is the Right Time
Saving for college doesn’t have to be as complicated as college itself. WESTCHESTERBENEFIT.COM Saving for College 101
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits? WESTCHESTERBENEFIT.COM 9 Facts About Social Security
What would happen to your loved ones if you were gone? Make financial preparations today. WESTCHESTERBENEFIT.COM Variable Universal Life Insurance
There are ways to protect your business in the event of your death or the death of a partner. WESTCHESTERBENEFIT.COM Insuring Your Business With a Buy/Sell Agreement
Age Trend: Stay up to date on the ins and outs of when to start receiving Social Security benefits. WESTCHESTERBENEFIT.COM When Should You Take Social Security
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview. WESTCHESTERBENEFIT.COM Understanding the SECURE Act
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains. WESTCHESTERBENEFIT.COM A Taxing Story: Capital Gains and Losses
It’s possible to avoid these classic #retirement traps, with a little preparation. WESTCHESTERBENEFIT.COM Retirement Traps to Avoid
Three important questions to consider before you start taking #SocialSecurity. WESTCHESTERBENEFIT.COM Three Key Questions to Answer Before Taking Social Security
Over age 50? You may be able to catch-up on retirement. WESTCHESTERBENEFIT.COM Catch-Up Contributions

Information

Company name
Westchester Benefit
Category
Financial Services

FAQs

  • What is the phone number for Westchester Benefit in Valhalla NY?
    You can reach them at: 914-747-5117. It’s best to call Westchester Benefit during business hours.
  • What is the address for Westchester Benefit on summit lake drive in Valhalla?
    Westchester Benefit is located at this address: 500 Summit Lake Drive Valhalla, NY 10595.
  • What are Westchester Benefit(Valhalla, NY) store hours?
    Westchester Benefit store hours are as follows: Mon-Fri: 8:30AM - 5:30PM, Sat-Sun: Closed.