For Gary Schwartz, life has been a fascinating ride. Always an entrepreneur, he started his first business while he was still in college, working as a landscaper. After graduation, he opened a butcher shop in the Bronx, got married,...
As Gary’s son, it’s easy to assume that he always knew he was destined to be part of the team at Madison Planning, but it wasn’t always clear to Andrew. In high school, Andrew played football, and was the enthusiastic...
Rochelle came into the world of financial planning in a roundabout way, yet it’s no mystery about why it became her calling. From an early age, Rochelle understood the value of a dollar. Born and raised just three blocks from...
Jay has been with Madison Planning Group's Westchester County office since 2006. As Vice President, Jay's aim is to empower his clients to make informed decisions and take effective action toward meeting their specific goals. Jay has...
Partner, Chief Operating Officer
Partner, Chief Investment Officer
Chief Financial Officer
Director of New Business
Planning & Investment Associate
Assistant to Director of New Business
10 New King Street, Suite 104
West Harrison, NY 10604
Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.