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Westchester Capital ManagementFinancial advisor in Greenburgh, NY

Westchester Capital Management is a financial advisor at 100 Summit Lake Drive #201, Valhalla, NY 10595, ranked #40 of 300 investment advisors in Greenburgh and rated 4.2 from 15 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Greenburgh, NYUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Westchester Capital Management
Address100 Summit Lake Drive #201, Valhalla, NY 10595, Greenburgh, NYGet directions
Phone(914) 741-5600
Websitewestchestercapitalmanagement.com
Google rating4.2 from 15 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Investment Advisorsbusiness name

Service area

Serves Greenburgh and 11 towns within 25 miles: Sleepy Hollow, Tarrytown, White Plains, North Castle, Ossining, Scarsdale, Dobbs Ferry, Mount Kisco, Port Chester, Rye and Harrison.

Based in Greenburgh, NYView on map

Questions about Westchester Capital Management

How is Westchester Capital Management ranked in Greenburgh?

Westchester Capital Management is ranked #40 of 300 investment advisors in Greenburgh by RFA Score, with 61 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Westchester Capital Management serve?

Serves Greenburgh and 11 towns within 25 miles: Sleepy Hollow, Tarrytown, White Plains, North Castle, Ossining, Scarsdale, Dobbs Ferry, Mount Kisco, Port Chester, Rye and Harrison. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Westchester Capital Management?

Westchester Capital Management has a rating of 4.2 from 15 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Westchester Capital Management?

Call Westchester Capital Management on (914) 741-5600. The business is at 100 Summit Lake Drive #201, Valhalla, NY 10595, Greenburgh, NY. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Westchester Capital Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Westchester Capital Management (this business)—614.2 (15)——
Prudential#38614.7 (3)YesYes17.9 mi
Mahoney Asset Management#39615.0 (25)NoNo15.2 mi

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