For 35 years our organization has been helping people like you realize important life goals - both personal and business. Our customers trust our knowledge and experience in personal insurance, investments, and group benefits, and they appreciate the many advantages we offer as a long-established leader in financial services. We can assist you in the design and selection of products and services to help fulfill your personal financial planning goals, such as retirement funding, wealth management, estate planning, education funding and long term care protection. We can also help you protect the financial health of your company and contribute to its growth. Among the business products and services we can help you with are: designing, funding and administering executive and group insurance plans, flexible benefits, customized pension and profit-sharing plans, 401(k)'s, Employee stock option plans (ESOP), key employee and deferred compensation (TOP HAT) plans. Robert J. Westbrook, CLU, ChFC, CFP, AIF is a Registered Representative and Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, a broker / dealer and registered investment adviser, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. 7425 E. Stetson Dr, Scottsdale, AZ 85251 Ph: 480-424-7271 Specialties: Professional ServicesAsset Allocation Strategies Business Succession StrategiesRetirement PlanningFinancial Planning401(k) AccountsQualified PlansRetirement Estate PlanningLong Term Care ProtectionSmall Business Retirement and Benefit PlansSecuritiesLife & Disability Income InsuranceHealth InsuranceGroup Benefit PlansVariable Life & Variable AnnuitiesProperty and Liability InsuranceKey Employee Benefit PlansWorker's Compensation/Business Liability
Listed skills include Wealth Management, Retirement Planning, Retirement, Investments, and 46 others.
