West Financial Group, Inc is a Florida-based firm specializing in retirement planning for retirees. Founded on February 17, 2017, the company distinguishes itself by offering strategies that eliminate downside market risks, allowing clients' assets to benefit solely from market upswings. With its headquarters located at 4713 East State Road 44, Suite #300, Wildwood, FL 34785, West Financial Group stands as a prominent player in retirement solutions.
The firm collaborates with experienced CPAs, attorneys, VA Accredited Service Officers, and other professionals to deliver exceptional service tailored to individual retirement needs. As members of reputable organizations such as the Better Business Bureau, Million Dollar Round Table, National Ethics Association, and Women in Insurance and Financial Services (WIFS), the group underscores its commitment to ethical business practices. Additionally, it holds certification as a Veteran Owned Business.
West Financial Group prides itself on conducting personal consultations that focus entirely on client needs, ensuring successful retirement outcomes with guaranteed income plans aligned with contemporary living expenses. Moreover, they efficiently manage estate financials, enabling seamless distribution and maximizing benefits for beneficiaries whilst minimizing costs incurred by legal processes and government levies.
With a commitment to excellence reflected in their REINSTATEMENT status as of March 7, 2024, the company also operates independent insurance services through West Insurance & Financial Group, Inc. Here, they represent various insurance companies, strategically choosing carriers that optimize service quality, pricing, and coverage options based on detailed risk management assessments.
West Financial Group, Inc maintains clear channels of communication via its customer service numbers (888) 532-7429 and (888) 509-8925, alongside their online presence at westfinancialgroup.com. Leadership is provided by Arthur Ejr West in the role of President.
KEY FACTS ABOUT WEST FINANCIAL GROUP INC
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US Businesses
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Companies in Florida
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Sumter County Companies
- Company name
- WEST FINANCIAL GROUP INC
- Status
- Active
- Filed Number
- P17000016111
- FEI Number
- 38-4027700
- Date of Incorporation
-
February 17, 2017
Age - 9 years
- Home State
- FL
- Company Type
- Domestic for Profit
CONTACTS
- Website
- http://westfinancialgroup.com
- Phones
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(888) 532-7429
(888) 509-8925
WEST FINANCIAL GROUP INC NEAR ME
- Principal Address
- 4713 EAST STATE ROAD 44,
SUITE #300,
WILDWOOD,
FL,
34785,
US
See Also