Westchester Benefit

(914) 747-5117
500 Summit Lake Drive, Valhalla, New York, 10595

About us

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.

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