Broker Check

White Plains Branch

At our firm, we have the client—and only the client—in mind.

Meet Our Advisors

Gary Schwartz, CEO, RFC

President

800.222.2091

800.249.9403

gschwartz@MadisonPlanning.com

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,...

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Andrew Schwartz

Senior Vice President | Financial Advisor

800.222.2091

800.249.9403

aschwartz@MadisonPlanning.com

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...

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Rochelle Odesser, CFP

Vice President

800.222.2091

800.249.9403

rodesser@MadisonPlanning.com

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...

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Adam Kalender, CFP

Principal

800.222.2091

800.249.9403

akalender@MadisonPlanning.com

Adam learned firsthand how important wise financial planning can be to a family—and to the future of the next generation. When his mother was diagnosed with a chronic disability in her 30’s, his father was mid-career and...

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Jay Dworkin, MBA

Vice President

800.222.2091

800.249.9403

jdworkin@MadisonPlanning.com

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...

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White Plains Office

10 New King Street, Suite 104

West Harrison, NY 10604

Toll-Free: 800.222.2091

Fax: 800.249.9403

Mon-Fri: 8:00 AM - 5:00 PM

Sat-Sun: By Appointment

Client Centered

Client Centered

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.