100% Accuracy

Guaranteed to be correct thanks to
the same application used by
professionals

File Fast

And we really do mean FAST. File
taxes online in as little as 15 minutes

360o Support

Your’re covered with industy-leading
multi-channel support at your
fingertips

Proffessional Service

Life insurance for you to intricate
returns for your small business,
Liberty Tax

We Guide and
You Decide

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.

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  • Get Consultant

    Life happens, but your taxes won't file themselves. That's what we're for.

    Contact
  • Decided Facility

    Unpaid tax debt can lead to collections. Break free from tax debt. Start will a free consult.

    Get Started
About Our Company

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.”

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Services you need

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.

Annuities

For many senior citizens or persons over 50, annuities are an integral part of a successful financial retirement portfolio. Annuities help build tax-deferred savings to cover retirement costs like living expenses and health care.

Retirement Income Strategies

Planning for retirement can be a complicated and intricate process. With so many important decisions to make and so many options available for meeting your needs, it’s important that you have a resource you can count on to guide you step by step along the way.

Financial Planning

At West Financial Group, we take the time to analyze your unique financial situation and understand your risk tolerance before developing strategies that can lead you to the retirement you’ve spent a lifetime working to build.

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