Welcome to focus Financial Group

What Sets Us Apart

Integrity, Insight & Independence

We believe the best financial advice is personal, practical & conflict-free. As independent fiduciaries, we’re committed to doing what’s right for our clients—whether that’s a young family getting started, an educator preparing for retirement, or a business owner looking to grow. We build lasting relationships rooted in trust, transparency & real-life results.

What Sets Us Apart:

  • Independent Advice → As independent fiduciaries, your goals come first—always.
  • Proven Experience → Independent for over a decade, guided by CFP® professionals dedicated to delivering unbiased, client-first advice.
  • Tailored Strategies → Personalized, real-world solutions designed to fit your unique financial life.
  • Insurance planning → Protecting your income, family, and legacy is a vital part of any sound financial plan.
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What We Do

Wealth Planning for Every Life Chapter

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Financial Planning

Build strong financial habits & lay the groundwork for long-term success.

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Investment Management

Grow your portfolio with clear strategies, ongoing guidance & smart diversification.

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Insurance Planning

Our strategic partnership with Crump® provides us with additional resources and expertise to meet a variety of insurance needs.

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Whether you're saving for the future, managing your investments, or planning for retirement, we help make sense of your options with clear advice, tailored to your life.

Meet the Team Behind Your Future

Your Goals. Your Plan. Your Future.

We help families, educators, professionals, and business owners make confident financial decisions—with clear advice and zero pressure. If you're looking for experienced, independent advisors who put your interests first, we're here when you’re ready.


We proudly serve families, educators & professionals in Westchester county and surrounding areas. We understand the nuances of local taxes, school benefit systems & retirement rules that impact your financial picture.

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