Bylane Farm by Bob Rohr
Phil Settembrino is President and Owner of Northern Westchester Financial Services. Phil is responsible for directing the daily operations of the company as well as consulting with clients pertaining to financial, estate, insurance, and retirement income planning . In addition, Phil handles portfolio diversification, small business retirement and wealth creation strategies.
Growing up in Yorktown Heights, Phil is proud to be a part of the community. He has served and worked with a number of local organizations and has been working with clients in and around the surrounding area since 2001. Phil has built his business on trust, confidentiality, and exceptional client service. His goal is to create a comfortable atmosphere which facilitates education and open communication for clients to discuss their questions and concerns. Phil believes that in order to achieve financial success you must establish a strong plan which is properly monitored and maintained.
Phil has been recognized as a top adviser within his broker dealer Cadaret Grant since 2006, along with receiving Directors Counsel and Preferred Partner recognition with various mutual fund and annuity companies. From 2009 through 2012 he has been selected as Best in Client Satisfaction Wealth Manager by Westchester Magazine along with being quoted in several local news publications. In addition to holding a Series 7, 63, life and health insurance license, he is in the process of obtaining the CFP designation. Phil is a Magna Cum Laude graduate of the University of Hartford with a degree in Economics Finance.
In his spare time, Phil enjoys spending time outdoors while staying active with his family. He lives in Dutchess County, NY with his wife Andrea, son Anthony and daughter Ava.