Westchester Financial Planning
trust. experience. integrity
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 UsWhile 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
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, Social Security, or estate strategies?
"An investment in knowledge pays the best interest."
- Benjamin Franklin
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.
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.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.