West Financial Group - Wildwood, Florida

West Financial Group se encuentra ubicado en la dirección 4713 State Rd 44 W Suite 300, Wildwood, FL 34785, Estados Unidos. Si necesitas contactarlos, puedes hacerlo al teléfono 3524610645. También puedes visitar su página web westfinancialvillages.com para obtener más información.

Este grupo financiero se especializa en planificación financiera, por lo que es recomendable para aquellas personas que necesiten asesoramiento en el manejo de sus finanzas. Además, ofrece acceso para sillas de ruedas, aparcamiento adaptado para sillas de ruedas y aseo adaptado para sillas de ruedas, lo que lo hace accesible para personas con movilidad reducida.

Otros datos de interés sobre West Financial Group es que cuentan con aseos y se recomienda pedir cita previa antes de visitarlos. Según Google My Business, esta empresa tiene 90 valoraciones con una opinión media de 5/5, lo que indica un alto nivel de satisfacción entre sus clientes.

Opiniones de West Financial Group

Rhonda Kiplinger

5/5

Skip West is absolutely amazing to work with! He is very personable and caring! He has patiently spent a lot of time with me and getting my accounts setup. I am so happy with the products he has chosen for my situation. I can not rave enough how wonderful Skip and his staff have been! I truly appreciate all they have done?

Helen Swift-Dovel

5/5

yes, Skip is absolutely fabulous. His service is unsurpassed and he’s very knowledgeable and will walk the uninformed through his rationale for his recommendations that makes it very clear and concise and he’s just great. additionally, he has a phenomenal staff that is very accommodating and they make great cookies.

T Hoffman

1/5

Just received an "invite" for a financial planning seminar from West Financial Group located on Rt 44. My parents had used them for years. When settling their estate last year, West Financial Group ignored multiple phone calls and two in-person visits to discuss the types of financial instruments my parents had. Very disappointed. I would also suggest a quick google search of Skip West. Caveat Emptor!

Jeffrey Greenberg

5/5

Skip West is really first class in both financial experience and client satisfaction. I would recommend him and his staff to anyone who wants safety and solid returns on their investments.

Daisy Vick

5/5

West Financial has saved me a ton of money. The company that I was with before was giving me no monthly income at all. I went to West Financial for their seminar and my whole life changed. I now get a monthly income that I didn’t even know I had coming. So glad I found West Financial!!! Thank you!

Lynne Smith

5/5

My husband and I attended a West Financial seminar. It was a good decision as the seminar was very informative. We then booked an appointment with Skip. Skip took his time and answered all our questions. The West Financial Staff along with Skip are very professional. We trust Skip’s advice. We are making money on our investments, and that makes us happy. You can trust Skip to do what’s good for you.

susan cherry

5/5

We went to a west financial seminar! We wanted to move our,financial investment,to Florida. Skip made the process very simple&clear! It was just what,we were looking for. His whole office staff,were very welcoming&professional.I would highly recommend him.
Susan Cherry

Theresa Byrnes

5/5

Skip at West Financial helped us with our IRA planning by meeting with us several times to discuss options. He is very knowledgeable and helpful.