Westbrook Financial Services, Inc., an independently owned/operated wealth management and financial services firm with offices throughout the southwest. WFS offers a custom suite of financial services including Financial Planning, Estate Planning, Wealth Management, Investment Consulting/Communication, and Personal Protection Planning. We also offer solutions for corporate clients and their employees including Executive Benefits (consulting, design, implementation), Business Succession Planning, and Retirement Planning.
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Closed now
Offering various Insurance & Investments solutions for those planning for Retirement. Insurance for Family Protection may include Life, Long Term Care, or Disability. Investment Strategies including Fee-Based plans, IRA/401k Rollovers,1031 Exchange. Annuity reviews, and non-correlated alternative assets classes such as Non-Traded REITs and Business Development Companies.
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
