At West Financial Group, we believe in providing retirees with peace of mind and financial security. Our vision and mission are clear: offering retirement income solutions prioritizing minimal risk and maximum client benefits.
We are not your typical financial institution. Our focus is on YOU, the client. We are committed to transparency, education, and empowering you to make informed decisions that align with your financial goals. Unlike others, we are not driven by maximizing agent profits; instead, we prioritize what is best for YOU, ensuring that you receive the most value from our services.
We firmly believe that every interaction with our company should leave you saying, "WOW, what an experience. I'm telling all my friends." That's why we personally meet with every client and offer personalized attention and expertise. Our company was founded on wisdom gained from 30 years of experience in the financial industry. We are available to you 24/7 via phone, and our dedicated team reaches out to you quarterly, ensuring your needs are consistently met and your satisfaction is our top priority.
When you visit our office, you'll notice the little touches that make you feel special. Our designated parking spaces bear your name, and a lobby monitor welcomes you personally. We want you to enjoy a warm and inviting atmosphere, so we always have freshly baked cookies for you to savor during our meetings.
At West Financial Group, we prioritize your financial well-being. Rest assured, your hard-earned money is not invested in the volatile market. With our expertise, no client has ever lost their principal investment. We are proud to be compensated directly by the insurance companies, which means you never pay for our services or any additional fees directly.
Join our community of over 2,000 satisfied clients who have entrusted their retirement to us. Experience the warmth, nurturing, and informative nature of West Financial Group. We are committed to your retirement success and invite you to embark on this journey with us.
Stop by our West Financial Group office at 4713 East State Road 44, Suite 300 in Wildwood, Florida today and discover the difference. Your retirement deserves the best.