Westchester Benefit Group Revenue

Financial Services • Mount Pleasant, New York, United States • 11-20 Employees

Westchester Benefit Group revenue & valuation

Annual revenue	$12,300,000
Revenue per employee	$1,022,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$39,300,000
Total funding	No funding

Key Contacts at Westchester Benefit Group

Robert Loeb

Owner

David Bauer

Director Of Voluntary Benefits

Company overview

Headquarters	500 Summit Lake Dr, Valhalla, New York 10595, US
Phone number	+18445537872
Website	westchesterbenefit.com
NAICS	52
SIC	628
Keywords	Investments, Employee Benefits, Disability Insurance, Health Insurance, Retirement Planning, Life Insurance, Financial Planning, Long Term Care Insurance, Estate Planning, 401(K), Medicare Planning
Founded	1985
Employees	11-20
Socials

Westchester Benefit Group Email Formats

Westchester Benefit Group uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@westchesterbenefit.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@westchesterbenefit.com	100%

About Westchester Benefit Group

Westchester Benefit Group is an independent insurance and wealth management firm that strives to be a complete solution to small businesses and families financial needs. Our company is deeply rooted in providing benefits to businesses including health insurance and 401k plans. Over the past 30 years we have built out a team of financial advisors who work with individuals & families to offer holistic financial planning including investing, retirement planning, life insurance, disability insurance, long term care, tax planning, college planning, and much more. Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory services 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.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

Director

Employees by Department

Westchester Benefit Group has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Westchester Benefit Group has never raised funding before.

Westchester Benefit Group Tech Stack

Discover the technologies and tools that power Westchester Benefit Group's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Cloudflare Bot Management

Security

Google Maps

Maps

Microsoft 365

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Google Analytics

Analytics

Bootstrap

UI frameworks

Google Hosted Libraries

CDN

Frequently asked questions

Westchester Benefit Group is located in Mount Pleasant, New York, US.

You can reach Westchester Benefit Group at +18445537872.

Westchester Benefit Group generates an estimated annual revenue of $12,254,127. This revenue figure reflects the company's market position and business performance in its industry.

Westchester Benefit Group has an estimated valuation of $39,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Westchester Benefit Group was founded in 1985, making it 41 years old. The company has established itself as a significant player in its industry over this time.

Westchester Benefit Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Westchester Benefit Group

Robert Loeb

Owner

David Bauer

Director Of Voluntary Benefits

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