Westchester Financial Advisors

www.herkertfp.com

Provides Independent Fee Based Financial Planning to Individual and Small Businesses. Securities offered through Kestra Investment Services (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Westchester Financial Advisors. This profile is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra IS and Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact Kestra IS Compliance Department at 844-5-Kestra.

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Provides Independent Fee Based Financial Planning to Individual and Small Businesses. Securities offered through Kestra Investment Services (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Westchester Financial Advisors. This profile is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra IS and Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact Kestra IS Compliance Department at 844-5-Kestra.

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Country

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State

New York

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Employees

1-10

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Founded

2003

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Social

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Potential Decision Makers

  • Certified Financial Planner

    Email ****** @****.com
    Phone (***) ****-****

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