Westco Financial Group

Description

• Westco Financial Group is a Comprehensive Wealth Management firm comprised offour companies, specializing in different financial sectors.Westco Advisory Services, Inc. is a Registered Investment Advisor that develops custom investment plans utilizing clients goals and objectives, risk tolerance, andexpectations. Each individual investment portfolio has different asset allocation andasset class mixes, different maturities and time frames, and, where possible, is managed for income tax efficiencies. Westco Advisory Services, Inc. also providesfinancial planning for both individuals and businesses by creating a comprehensiveplan that is unique to each clients circumstances. The plans typically include cashflow analysis, investment management, tax planning, risk management, collegeplanning, retirement planning and estate planning. Westco Financial Services, Inc. provides income tax planning and preparation forindividuals, small businesses, estates, and trusts.Westco Investment Corp., is a registered Broker/Dealer (Member of FINRA, SIPC,and MSRB), who has access to the general securities market and can executetransactions involving Mutual Funds, Corporate Bonds, Common Stock, Certificatesof Deposit, Preferred Stock, US Government Securities, Variable Annuities, Unit Trusts, ETFs, and Section 529 Plans.Westco Agency, Inc. is a Licensed Insurance Broker, which offers innovative andcompetitive Life, Health, Disability, Long Term Care, Annuity polices and services from leading carriers. Auto, Homeowners, and Liability insurance for individualsand businesses are also available.
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  Headquarters:77 Hempstead Avenue , Lynbrook, New York, United States

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  Phone Number: +1 516-967-9668

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  Website: https://www.westcofinancialgroup.com

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  Employees:7

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  Revenue:$1 - 10M

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  Legal Name:Westco Financial Group

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• |  NAICS Code: 523930  |

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