Joseph L Soricelli Insurance and Financial Services

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.

The David J. Yvars Group, Inc. is a financial advisory firm based in Valhalla, NY, specializing in private wealth management, portfolio management, financial planning, risk management, retirement planning, and IRA rollovers. With a team of experienced professionals, including David J. Yvars Sr. and David J. Yvars Jr., the firm offers expertise in trusts and estates, providing services such as estate valuations, asset transfers, and portfolio management for estate administrators, trustees, and beneficiaries.Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.