Westchester Benefit

Anthony P. Longobucco Associates is an independent, full service, wealth management company. We combine the client-focused service once found in the private banks and investment firms of an earlier age, with state-of-the-art theories of portfolio construction, risk management and diversification. Currently advising on more than $75 million for a clientele comprised primarily of families, small businesses owners and their employees, Anthony P. Longobucco Associates has successfully counseled clients through the boom of bull markets and the gloom of bear markets.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.