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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.Learn More
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.”Learn More
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.
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.
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.
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.
Skip listens to your ideas and questions. You don’t have to decide right away. We found him to be sincere and knowledgeable in how he watches over each account. He will comment on your ideas and guides you. We went to some of the other advisors here but found there was no real personal attention..
When we moved here we were referred by my older sister; now others in our family are West clients. He makes you feel really important at every visit. He also invites us to events to socialize with other clients and we’ve made friends that way. You definitely don’t feel like “a number” with Skip. He’s very personable and makes you feel at ease..
Skip West is personable, stays in touch and always follows up with me. Skip knows his clients, and we’ve never felt like a first-time customer. Skip makes me feel special, takes care of my business and gives me excellent advice..
We’ve only been with West Financial for a couple months, a friend mentioned them to us. Skip was impressive, with an infectious personality and he has clear knowledge about taking care of money and investments. He really personalizes everything..