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.
Talk about pressure. Many Baby Boomers and Generation Xers are feeling it from multiple directions — from a sense of obligation to help their...Read More >
This checklist is the second in a two-part series regarding times when it is appropriate to review insurance coverages. Last month’s list...Read More >
I feel that a picture’s worth 1000 words and a video clip is worth 1000 pictures. So I’m putting this blog together to show you the 6 things to...Read More >
In the wake of Bernie Madoff’s $50 billion Ponzi scheme, many investors have grown more concerned about the safety and security of their...Read More >
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 >