Westco Financial Group helps families, individuals and small businesses create, protect, and efficiently pass their wealth on according to their wishes.
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.
