West Financial Group

Insurance · Florida, United States · 1-10 Employees

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Overview

Headquarters

4713 E State Road 44 Ste 300, Wildwood, ...

Phone Number

(352) 461-0645

Revenue

<$5 Million

Industry

Insurance
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
2

About West Financial Group

West Financial Group specializes in providing tailored financial solutions, including fixed annuities, fixed index annuities, and life insurance, aimed at ensuring clients' financial security during retirement. The company is dedicated to offering personalized support and advice to help clients optimize their savings and achieve their retirement goals. With over 20 years of experience, West Financial Group emphasizes integrity and building lasting relationships with clients. Their services are particularly beneficial for individuals seeking reliable financial protection against market volatility.Explore more
West Financial Group's Social MediaPopular SearchesWest Financial GroupSkip West Financial IncWest Financial Group IncWest Financial Group LLCFinancial Banquet HallSIC Code 64,641NAICS Code 52,524Show more

West Financial Group Org Chart

PhoneEmail
PR
United States flag for contact location.

Director, Client Services

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

West Financial Group

<$5M
1-10
Private
<$5M
2015
PR
Pat RegentDirector, Client Services
<$5M
1-10
Private
-
2009
KG
Kelly GolnerDirector, Marketing
<$5M
11-50
Private
-
2020
JC
Jayeeta ChoudhuryVice President
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
<$5M
1-10
Private
-
2015
LB
Lester BotkinChief Investment Officer
<$5M
1-10
Private
-
-
KA
Kelsey AbbottClient Service Specialist
Illustration of an envelope

Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

West Financial Group financials insights

Gather financial insights about West Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$20K

See All West Financial Group's Financials Insights

West Financial Group Tech Stack

A closer look at the technologies used by West Financial Group

Top Insurance Companies

Frequently Asked Questions Regarding West Financial Group

What is West Financial Group's official website?
West Financial Group's official website is www.westfinancialvillages.com
What is West Financial Group's Revenue?
West Financial Group's revenue is <$5 Million
What is West Financial Group's SIC code?
West Financial Group's SIC: 64,641
What is West Financial Group's NAICS code?
West Financial Group's NAICS: 52,524
How many employees does West Financial Group have?
West Financial Group has 1-10 employees
What industry does West Financial Group belong to?
West Financial Group is in the industry of: Insurance
What is West Financial Group competition?
West Financial Group top competitors include: River's Edge Wealth Partners, ECL Private Wealth Management, Money Wise, Full Circle Wealth Strategies
What technology does West Financial Group use?
Some of the popular technologies that West Financial Group uses are: MailChimp, Microsoft 365, MailChimp SPF, GoDaddy DNS
How do I contact West Financial Group?
West Financial Group contact info: Phone number: (352) 461-0645 Website: www.westfinancialvillages.com
What does West Financial Group do?

West Financial Group specializes in providing tailored financial solutions, including fixed annuities, fixed index annuities, and life insurance, aimed at ensuring clients' financial security during retirement. The company is dedicated to offering personalized support and advice to help clients optimize their savings and achieve their retirement go... als. With over 20 years of experience, West Financial Group emphasizes integrity and building lasting relationships with clients. Their services are particularly beneficial for individuals seeking reliable financial protection against market volatility.Read More

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

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