Westco Financial Group is a Comprehensive Wealth Management firm comprised of four companies, specializing in different financial sectors.
Westco Advisory Services, Inc. is a Registered Investment Advisor that develops
custom investment plans utilizing clients’ goals and objectives, risk tolerance, and
expectations. Each individual investment portfolio has different asset allocation and asset class mixes, different maturities and time frames, and, where possible, is
managed for income tax efficiencies. Westco Advisory Services, Inc. also provides
financial planning for both individuals and businesses by creating a comprehensive plan that is unique to each client’s circumstances. The plans typically include cash flow analysis, investment management, tax planning, risk management, college planning, retirement planning and estate planning.
Westco Financial Services, Inc. provides income tax planning and preparation for
individuals, small businesses, estates, and trusts.
Westco Investment Corp., is a registered Broker/Dealer (Member of FINRA, SIPC,
and MSRB), who has access to the general securities market and can execute
transactions involving Mutual Funds, Corporate Bonds, Common Stock, Certificates of Deposit, Preferred Stock, US Government Securities, Variable Annuities, Unit Trusts, ETF’s, and Section 529 Plans.
Westco Agency, Inc. is a Licensed Insurance Broker, which offers innovative and
competitive Life, Health, Disability, Long Term Care, Annuity polices and services
from leading carriers. Auto, Homeowners, and Liability insurance for individuals
and businesses are also available.
Company Details
- Employees
- 10
- Founded
- -
- Address
- 77 Hempstead Avenue, Lynbrook,new York 11563,united States
- Phone
- +1-516-593-5070
- in****@****oup.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- westcofinancialgroup.com
- Keywords
- Westco Financial Group helps families, individuals and small businesses create, protect, efficiently pass their wealth on according to their wishes..
- HQ
- Lynbrook, New York
Westco Financial Group Questions
Westco Financial Group's helpline number is +1-516-593-5070
Westco Financial Group's website is westcofinancialgroup.com
Westco Financial Group's LinkedIn profile is https://www.linkedin.com/company/westco-financial-group
Westco Financial Group has
10 employees.
View email and phone details for 10
employees at Westco Financial Group.
Westco Financial Group's industry is
Financial Services
Westco Financial Group's top competitors are
Onepoint Bfg Wealth Partners,
Annieca Financial Group,
Southport Strategies Llc,
Trademark Capital Asset Management, Inc.,
Centra Financial Group,
Gem State Financial Group,
Westco Capital,
Schadel Financial Group,
Icebridge Financial Group,
Carlson Financial Group.
Westco Financial Group's support email address is info@westcofinancialgroup.com
Westco Financial Group's categories are Financial Services
Westco Financial Group's founding year is 1978
