At West Financial Services, we have spent over 40 years building a firm dedicated to taking a conservative and ethical approach to growing and protecting our clients’ wealth and prosperity. Since our inception in 1982, we have provided financial services on a fee-only basis, acting as a fiduciary for our clients. Each member of our team fully embraces the importance of this role and what it means for our clients. We bring planning excellence, investment discipline and personal service to everything we do.
Though every client is different, there is a common theme – they come to us when they are in need of support and coordination of various facets of their financial lives.
• Whether issues relate to retirement, inheritance, divorce or job loss, we strive not only to protect clients’ wealth, but to provide guidance and education, as well as a sense of control and ownership of the decisions they make.
• Though wide ranging in background and ages, our clients are primarily accomplished professionals who have built their wealth through business ownership, strong saving habits and long careers.
• Clients may be risk takers in their businesses but tend to be moderate to conservative risk investors. They are looking to us as consultants who can bridge the gap between their work lives, existing personal investment and retirement assets, and their future cash flow, retirement and estate needs.
In all cases, we collaborate with clients’ professionals or specialists, or make introductions for clients when necessary. We take a positive, proactive and consultative approach to understanding the needs and desires of each individual client or family. Our goal is to anticipate obstacles and identify opportunities for our clients so that they have time to incorporate changes that create their best possible future.
Company Details
- Employees
- 40
- Founded
- -
- Address
- 2010 Corporate Ridge Road,
- Phone
- (703)847-2500
- wf****@****ial.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- westfinancialcu.com
- Keywords
- Financial Planning, Investment Management, Retirement Plan Consulting, Executive and Business Consulting.
- HQ
- McLean, VA
West Financial Services, Inc. Questions
West Financial Services, Inc.'s helpline number is (703)847-2500
West Financial Services, Inc.'s website is westfinancialcu.com
West Financial Services, Inc.'s LinkedIn profile is https://www.linkedin.com/company/west-financial
West Financial Services, Inc. has
40 employees.
View email and phone details for 40
employees at West Financial Services, Inc..
West Financial Services, Inc.'s industry is
Financial Services
West Financial Services, Inc.'s top competitors are
Evermay Wealth Management, Llc,
Finra,
Thrivent,
Certified Financial Group, Inc.,
Veritas Financial, Llc,
Kaulkin Ginsberg,
Rembert Pendleton Jackson,
Capital One,
Mclean Asset Management,
Sandy Spring Bank.
West Financial Services, Inc.'s support email address is wfs@westfinancial.com
West Financial Services, Inc.'s categories are Financial Services
West Financial Services, Inc.'s founding year is 1982
