West Coast Financial Group, Inc. is an independent, family owned and operated retirement plan consulting firm built on the core values of trust, integrity, competency, and service since 1982. Bret Smith & and Rick Smith, Co-Founders, were raised with old-time values in a time gone by when doors weren’t locked and honesty and integrity were the norm not the exception. They have kept these values alive. When you call us a warm and caring person will greet you, not a cold impersonal answering system. You will not be on your own to fend for yourself when you need service, our team will be here ready to assist you as we have for over a quarter of a century.
We are passionate about enabling you to achieve a clear picture of your financial needs and objectives through developing a financial planning strategy designed to address your personal needs so that we can help prevent problems, simplify financial alternatives, and eliminate future concerns.
Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com
West Coast Financial Group, Inc. and the above firm are independent and non-affiliated.
Company Details
West Coast Financial Group Inc. Questions
West Coast Financial Group Inc.'s website is http://www.westcoastfinancial.com/
West Coast Financial Group Inc.'s LinkedIn profile is https://www.linkedin.com/company/wcfg
West Coast Financial Group Inc. has
17 employees.
View email and phone details for 17
employees at West Coast Financial Group Inc..
West Coast Financial Group Inc.'s industry is
Financial Services
West Coast Financial Group Inc.'s top competitors are
Simplicity Group,
Evercore Wealth Management,
Elite Capital Management,
Brokerhunter,
J.w. Cole Financial, Inc.,
Hill Ward Henderson,
Redpanda Data,
Fifth Third Bank,
Kroon & Mitchell,
Adcock Financial Group.
West Coast Financial Group Inc.'s categories are Financial Services
West Coast Financial Group Inc.'s founding year is 1982
