Westchester Benefit
-
500 Summit Lake Drive
Valhalla, NY 10595 - (914) 747-5117
- Website
Hours
Chamber Rating
-
Peggy Raiskums
I chose WBG when I first needed to enroll in Medicare and they helped me find the plan that best fit my needs. When I needed to change my Medicare RX plan for 2024 once again, they found the best plan for me and also saved me lots of money. I highly recommend them!
Nov 19th, 2023 -
Ellen Eakley
Westchester Benefit Group Inc was extremely professional and assisted me in signing up for medicare. Paxton Ballard explained everything thoroughly which greatly helped since the system can be very confusing. I am very grateful to him for his expertise and would recommend them highly.
Nov 18th, 2023 -
John Rubin
I'm extremely grateful for all the help and guidance Paxton gave me finding the best (in terms of coverage and cost) health insurance and RX plans for me. I had many questions for him, especially given my age and loss of my former spouse's health insurance coverage. He always responded promptly to my communications, was very patient, and answered all my questions so that I could feel secure going forward. I can't thank him enough!
Nov 17th, 2023 -
Christopher Rago
A wonderful group! Max was perfectly professional and extremely helpful through every step of the way. Would recommend him and this group to anyone!
Jul 23rd, 2023 -
Ralph Coppola
The team at WBG was extremely knowledgeable and helpful in guiding my family on our policies. Couldnt recommend them more !
Jul 11th, 2023
About
Westchester Benefit
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.
Services
- Financial Planning
- Wealth Management
- Estate Planning
- Insurance
Questions & Answers
Q What is the phone number for Westchester Benefit?
A The phone number for Westchester Benefit is: (914) 747-5117.
Q Where is Westchester Benefit located?
A Westchester Benefit is located at 500 Summit Lake Drive, Valhalla, NY 10595
Q What is the internet address for Westchester Benefit?
A The website (URL) for Westchester Benefit is: http://www.westchesterbenefit.com/
Q How big is Westchester Benefit?
A Westchester Benefit employs approximately 6-10 people.
Q Is there a key contact at Westchester Benefit?
A You can contact Robert Loeb at (914) 747-5117.
Q What days are Westchester Benefit open?
A Westchester Benefit is open:
Tuesday: 8:30 AM - 5:30 PM
Wednesday: 8:30 AM - 5:30 PM
Thursday: 8:30 AM - 5:30 PM
Friday: 8:30 AM - 5:30 PM
Saturday: Closed
Sunday: Closed
Monday: 8:30 AM - 5:30 PM
Q How is Westchester Benefit rated?
A Westchester Benefit has a 5.0 Star Rating from 24 reviewers.
Ratings and Reviews
Westchester Benefit
Overall Rating
Overall Rating
( 24 Reviews )Peggy Raiskums on Google
I chose WBG when I first needed to enroll in Medicare and they helped me find the plan that best fit my needs. When I needed to change my Medicare RX plan for 2024 once again, they found the best plan for me and also saved me lots of money.
I highly recommend them!
Ellen Eakley on Google
Westchester Benefit Group Inc was extremely professional and assisted me in signing up for medicare. Paxton Ballard explained everything thoroughly which greatly helped since the system can be very confusing. I am very grateful to him for his expertise and would recommend them highly.
John Rubin on Google
I'm extremely grateful for all the help and guidance Paxton gave me finding the best (in terms of coverage and cost) health insurance and RX plans for me. I had many questions for him, especially given my age and loss of my former spouse's health insurance coverage. He always responded promptly to my communications, was very patient, and answered all my questions so that I could feel secure going forward. I can't thank him enough!
Christopher Rago on Google
A wonderful group! Max was perfectly professional and extremely helpful through every step of the way. Would recommend him and this group to anyone!
Ralph Coppola on Google
The team at WBG was extremely knowledgeable and helpful in guiding my family on our policies. Couldnt recommend them more !
Overall Rating
Overall Rating
( 24 Reviews )Write a Review
Investment Service Near Me in Valhalla, NY
Boxer, Silva & Associates - Ameriprise Financial Services, LLC
Valhalla, NY 10595
914-595-4333 ( 0 Reviews )
Westchester Capital Management
Valhalla, NY 10595
914-741-5600 ( 15 Reviews )
Aaron Morgenstern - Financial Advisor, Ameriprise Financial Services, LLC
Valhalla, New York 10595
914-747-0200 ( 0 Reviews )
Adam Sloane - Financial Advisor, Ameriprise Financial Services, LLC
Valhalla, NY 10595
914-236-1200 ( 0 Reviews )
Mark Giordano - Associate Financial Advisor, Ameriprise Financial Services, LLC
Valhalla, New York 10595
914-747-0200 ( 0 Reviews )
Corrado A Dell'aglio - Financial Advisor, Ameriprise Financial Services, LLC
Valhalla, NY 10595
914-747-0200 ( 0 Reviews )
Angela Fitzgibbon - Financial Advisor, Ameriprise Financial Services, LLC
Valhalla, New York 10595
914-747-0200 ( 0 Reviews )
Tom Giuliante & John Renda - Prudential Financial
Valhalla, NY 10595
914-579-2233 ( 0 Reviews )