WBC Works for Financial Professionals
WBC is home to successful professionals across the financial services community including; CPAs, RIAs, Financial Planners, Insurance Brokers & Agents, Real Estate Sales Teams, and Recruiters.
Business Location
- Westchester County is booming financially, and our offices are conveniently located in some of the liveliest locations in Chappaqua and White Plains.
- All our offices are just a train ride away from New York City, with easy access to Metro-North stations.
- WBC is located near your clients’ homes and offers a place for you to actively network with your office neighbors.
Client Experience
- Entering our space your clients will be greeted with a smile in a modern professional office setting.
- You can meet with clients in the comfort of your office or our numerous meeting and conference spaces – need coffee or catering no problem!
Operational Efficiency
- WBC offers turnkey efficiency for all of your office needs.
- All WBC locations have high-speed internet, the latest A/V equipment, a state-of-the-art “Zoom Room,” and an onsite café with freshly ground coffee for those early mornings or late-night meetings.
- All office spaces come fully furnished with a desk, credenza, shelving, and file cabinets to keep your work safe.
Administrative Services
- Financial professionals can leverage our full-service administrative staff for; faxing, scanning, copying, mailing, and much more.
- Our staff will be your receptionist and will answer your phones and screen your calls.
- We provide mailboxes for rent and our staff can sort, scan, and forward your mail to you.