The 30 Best Financial planning and retirement planning in Westfield, New York

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.

Welcome to Inner Lakes Federal Credit Union, your trusted financial partner located at 19 East Main Street, Westfield, New York. Serving the community with pride and dedication, we are committed to providing personalized financial solutions tailored to meet your needs. As a member-owned and operated institution, we offer a wide range of services including savings and checking accounts, loans, mortgages, and financial planning. Our mission is to empower our members with the tools and resources necessary to achieve financial success and security. At Inner Lakes Federal Credit Union, you are more than just a customer; you are a valued member of our community. Visit us today to experience the difference of a financial institution that truly cares about your future.