TOP 30 Financial planning and investment advice in Westfield, New York

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H&R Block is a trusted accounting and finance institution located at 29 East Main Street in Westfield, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-quality services to help you achieve your financial goals.

New York Life is an insurance agency located at 35 East Main Street, Westfield, New York, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to fit your needs and budget. Their policies also allow you to invest your cash value in the market, providing potential market gains. New York Life can help pay for everyday tasks, replace lost income due to illness or injury, and offer professionally managed investments with low fees. They offer a variety of insurance options for individuals, employees, executives, and business owners, as well as guidance on creating an estate plan. With over 12,000 agents nationwide, New York Life is committed to helping you protect your family and plan for the future. Their mission is to make the world a better place through responsible investing, community engagement, and charitable giving. Visit their website for articles, guides, and financial calculators to help clarify your financial goals.

Welcome to Lake Shore Savings, your trusted partner in banking and finance located in the heart of Westfield, New York. Conveniently situated at 106 East Main Street, we are dedicated to providing our community with reliable and accessible financial services. Whether you need to access our ATM, manage your accounts, or explore our range of financial solutions, our team is here to assist you. Led by our experienced Branch Manager, Katie Reilly, we pride ourselves on offering personalized service to meet your unique financial needs. Our lobby is open for your convenience Monday through Thursday from 9 AM to 4 PM, extending our hours on Friday until 5 PM, and welcoming you on Saturdays from 9 AM to Noon. Please note that we do not have a drive-thru facility.