Berkowitz Wealth Management - Tarrytown, New York
Address: 220 White Plains Rd #425, Tarrytown, NY 10591.
Phone: 49091523.
Website: westchesterfa.com
Specialties: Consultant.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
đ Location of Berkowitz Wealth Management
Berkowitz Wealth Management
Berkowitz Wealth Management is a professional financial consulting firm located in Tarrytown, New York. Established with a commitment to providing personalized, holistic financial planning services, they have been serving the Westchester County area for many years. The company is dedicated to helping individuals and families achieve their financial goals through tailored strategies and expert advice.
Location and Contact Information
Address: 220 White Plains Rd #425, Tarrytown, NY 10591
Phone: 49091523
Website: westchesterfa.com
Specialties and Services
- Financial Planning - Comprehensive strategies to help clients achieve their short-term and long-term financial goals.
- Investment Management - Customized investment portfolios designed to grow and protect clients' wealth.
- Retirement Planning - Expert guidance on maximizing retirement savings and ensuring a comfortable retirement lifestyle.
- Insurance Planning - Assistance in selecting appropriate insurance products to protect clients' assets and loved ones.
Accessibility
- Wheelchair accessible entrance
- Wheelchair accessible parking lot
Reviews and Opinions
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
Berkowitz Wealth Management has not received any reviews on Google My Business, making it difficult to gauge client satisfaction or experiences. However, their commitment to personalized service and expertise in financial planning suggests they may offer a valuable resource for those seeking professional financial guidance.