West Advisory Group

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

8150 Perry Hwy Ste 208, Pittsburgh, Penn...

Phone Number

(412) 847-2040

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About West Advisory Group

West Advisory Group specializes in strategic retirement planning for affluent clients in Western Pennsylvania who are nearing retirement. They utilize their proprietary PEAK FORMula to create personalized financial strategies that address clients' unique needs and goals. The firm emphasizes building strong relationships and providing transparent communication throughout the retirement planning process. With decades of experience, they aim to guide clients through life's transitions with clarity and confidence.Explore more
West Advisory Group's Social MediaPopular SearchesWest Advisory GroupWest Advisory Group IncWestadvisorygroupusAdvisory Group IncWest Advisory Group - IncSIC Code 62,628NAICS Code 52,523Show more

West Advisory Group Org Chart

WW
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Founder & Chief Executive Officer

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CC
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Financial Strategist

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AF
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Client Services Coordinator

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TL
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Client Services Coordinator

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LT
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Client Services Coordinator

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CW
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Salesforce Administrator

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JW
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Technology Specialist

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DJ
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Financial Strategist

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JM
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Financial Strategist

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JD
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Account Manager

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Financial Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

West Advisory Group

<$5M
1-10
Private
-
2001
WW
Walter WestFounder & CEO
$6.4M
11-50
Private
-
2011
JG
Janine GieckController & Manager, Transfer
<$5M
1-10
Private
-
2007
DC
Deborah CmarDirector, Client Services
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
SW
Stephen WaltersPresident & CEO
<$5M
1-10
Private
<$5M
2013
DN
Danielle NodayDirector, Client Services
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Company Profile Activity

i

Among all Finance companies

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Activity Insights

West Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

West Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about West Advisory Group.

West Advisory Group Tech Stack

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Frequently Asked Questions Regarding West Advisory Group

What is West Advisory Group's official website?
West Advisory Group's official website is www.westadvisorygroup.com
What is West Advisory Group's Revenue?
West Advisory Group's revenue is <$5 Million
What is West Advisory Group's SIC code?
West Advisory Group's SIC: 62,628
What is West Advisory Group's NAICS code?
West Advisory Group's NAICS: 52,523
How many employees does West Advisory Group have?
West Advisory Group has 1-10 employees
What industry does West Advisory Group belong to?
West Advisory Group is in the industry of: Finance, Securities Trading
What is West Advisory Group competition?
West Advisory Group top competitors include: Davis Wealth Management, The Holland Group, Phillip Allen, Young Wealth Management
What technology does West Advisory Group use?
Some of the popular technologies that West Advisory Group uses are: Google Cloud Web Serving, Google Cloud Platform, SiteGround Email Hosting
How do I contact West Advisory Group?
West Advisory Group contact info: Phone number: (412) 847-2040 Website: www.westadvisorygroup.com
What does West Advisory Group do?

West Advisory Group specializes in strategic retirement planning for affluent clients in Western Pennsylvania who are nearing retirement. They utilize their proprietary PEAK FORMula to create personalized financial strategies that address clients' unique needs and goals. The firm emphasizes building strong relationships and providing transparent co... mmunication throughout the retirement planning process. With decades of experience, they aim to guide clients through life's transitions with clarity and confidence.Read More

What are West Advisory Group social media links?
West Advisory Group Linkedin page West Advisory Group Facebook page
Is West Advisory Group a public company?
West Advisory Group is private company therefore does not currently have an official ticker symbol
See more information about West Advisory Group

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