Ron Berkowitz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Westchester Financial Advisors in Tarrytown, NY and the surrounding communities.
My recommendations reflect a long-term approach to financial planning and are based on a client's personal goals, objectives and risk tolerance.
Relationships are very important to me, and once a plan is in place, my role as an advisor continues. Because a client's situation is always changing, I conduct timely and regular reviews to ensure that the plan is up-to-date and on target to meet that client's future goals.
My entire professional career has been in the financial services field. As an extension of my practice, I have conducted many courses in retirement and estate planning for various groups and associations in the tri-state area.
When we think of investments, we often forget that the best place to make an investment of money or time is in ourselves. So if you’re in a job...Read More >
How can you and your soon-to-be-former spouse split your individual qualified retirement savings, frequently the largest asset you may each own...Read More >
Judging by how little estate planning Americans do, they apparently don't mind making life difficult for themselves and their loved ones.That...Read More >