White Plains Branch

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...

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...

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...