West Financial Services
Finance · Virginia, United States · 11-50 Employees
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Overview
Headquarters
2010 Corporate Rdg Ste 530, Mc Lean, Vir...Phone Number
(703) 847-2500Website
www.westfinancial.comRevenue
$25.1 MillionIndustry
About West Financial Services
West Advisory Group specializes in strategic retirement planning for affluent clients in Western Pennsylvania who are nearing retirement. Their proprietary PEAK FORMula helps clients clarify their retirement vision, organize their finances, and prepare for unexpected life changes. The firm emphasizes building strong relationships and providing personalized strategies to navigate the complexities of retirement. With decades of experience, they aim to empower individuals and families to face their retirement with clarity and confidence.Explore more
West Financial Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
West Financial Services
$25.1M
11-50
Private
-
1982
KM
Kirstie MartinezChief Operating Officer & Relationship Manager
West Financial Services Tech Stack
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Frequently Asked Questions Regarding West Financial Services
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West Advisory Group specializes in strategic retirement planning for affluent clients in Western Pennsylvania who are nearing retirement. Their proprietary PEAK FORMula helps clients clarify their retirement vision, organize their finances, and prepare for unexpected life changes. The firm emphasizes building strong relationships and providing pers... Read More
