Westchester Benefit Group, Inc.

Westchester Benefit Group, Inc. is an independent financial services and employee benefits firm dedicated to providing comprehensive investment management and financial strategies to clients. With a focus on reducing costs without sacrificing benefits, the firm has been serving individuals and small to mid-sized businesses for over 30 years. President Robert Loeb, CFP™, has been in the financial services and group benefits fields since 1985 and founded Westchester Benefit Group in 1993. The firm's mission is to provide creative solutions and build relationships based on trust, integrity, and respect to help clients achieve their financial goals. Securities may be offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC, and Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Westchester Benefit Group, Inc. is not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only.