West Financial Group

General information

For more than 14 years our mission at West Financial Group has been to guide our valued clients to financial security. We strive to address all of your concerns, ensure you understand the products we recommend and take pride in knowing you’re comfortable with the direction and strategy we provide you.

Our goal is to provide a “WOW” experience at every client interaction! We want every meeting, phone call and event to be an interaction worth talking about. We want our clients to be able to say, “WOW, what an experience! I can't wait to tell my friends about our financial professional.”

Whether it’s financial, retirement, legacy planning or optimizing your future wealth, our approach includes understanding your unique situation, exploring your goals and discovering the best way to make the rest of your life, the best of your life. By getting to know you and your family, we serve as financial guides who keep your best interests in mind throughout the entire process.

West Financial Group is an independent financial professional, here to help you reach your retirement goals. Our process includes working closely with you, helping you get what you want out of life, and flexibly selecting the best strategy to fit your needs.