Financial Professionals

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.

What our Clients Say


Great facilities, very well run and maintained, a truly great staff, all professional and friendly – You will feel right at “home” in no time.

Richard, Benefit Advisor


The Business Center is conveniently located close to my home, so I have a brief commute. The staff is nice and responsive to my needs. The facility is very clean, and it’s been professionally updated.

Richard, Insurance Agency