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Westchester Financial Planning

Trust - Experience - Integrity - Personal

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We are Here for You Delivering the Support and Financial Guidance You Need. 

We know that these are challenging times, but we want to assure you that you don’t need to worry about our support. We have always been committed to offering you sound financial guidance, regardless of what the upcoming days, weeks, or even months might bring.

Our Work Is Essential
Financial services is considered an essential business to the economy which means are able to continue business helping our clients. You can find insights on market developments and advice on how to weather this storm in our blog and social media postings. LPL Financial is continuing to operate and provide the same support and service expected from them.

You Matter to Us
While your physical health is critical now, we know that your financial health is also incredibly important to you - and to us. Although we may not be able to meet in person, we can still connect and discuss any concerns you have.

"Russell has been my financial advisor for more than 20 years.  He gives expert, informed advice based on what’s best for my financial health in the long run.  Russell listens extraordinarily well.  He hears the questions behind the questions.  He has remarkable analytical skills, thinks strategically, and explains concepts and recommendations clearly.  He is a calm, careful, kind, intelligent man of great integrity.  No surprise, then, that over the years, he has become not only my financial advisor, but my friend." - Nancy Wilcox, Copyright Editor

This statement is a testimonial by a client of the financial professional as of 11/08/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Your Process

Your Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through life's transitions. 

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Shared Values

Shared Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Infinite Resources

Infinite Resources

Want to learn more about retirement, Social Security, or estate strategies? 

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

<b>Trusted Guidance for Pursuing the Retirement You Desire</b>

Trusted Guidance for Pursuing the Retirement You Desire

At Westchester Financial Planning, we empower you to take control of your financial life by addressing today’s needs and tomorrow’s goals. For more than 25 years, Westchester Financial Planning has been helping clients work toward their financial goals, providing caring guidance and personal service. We assist individuals, families, business owners and trusts with a wide range of financial needs, including retirement income, investment management and financial planning. Our caring and individualized approach at Westchester Financial Planning integrates the latest tools and technologies and provides access to financial products and services custom-tailored to your needs.

<b>Relationships&#160;</b><b>Matter Most</b><strong>.</strong>

Relationships Matter Most.

As a resident of the local community, company founder Russell E. Glickstern has served the wealth management and retirement planning needs of multiple generations of Westchester County and Mt. Kisco, NY residents and clients. It would be our pleasure to help you pursue your financial goals.

<strong>Where do you want your financial roadmap to take you?</strong>

Where do you want your financial roadmap to take you?

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

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