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Detailed Information
Openning hours
  • Monday 9:00 AM – 5:00 PM
  • Tuesday 9:00 AM – 5:00 PM
  • Wednesday 9:00 AM – 5:00 PM
  • Thursday 9:00 AM – 5:00 PM
  • Friday 9:00 AM – 5:00 PM
  • Saturday Closed
  • Sunday Closed
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WESTGROUP FINANCIAL MANAGEMENT INC
WESTGROUP FINANCIAL MANAGEMENT INC
WESTGROUP FINANCIAL MANAGEMENT INC
WESTGROUP FINANCIAL MANAGEMENT INC
Reviews
Laura DeRosier (09/16/2020)
I would like to recommend Westgroup Financial Inc. for so many reasons. To have such a vast knowledge of what they do as a team and to follow through with what they tell they will do...well that speaks volume for me. The professional manner, kind, and salt of the earth people they all are, you just have to go talk with them to know what I mean! Thank you for all you’ve done for us so far. Laura DeRosier
Celeste Deresh (10/02/2020)
My husband and I went to meet with Karm and Bal last night. I have never seen such professionalism given in such a warm way. My husband and I were blown away with not just their knowledge but their sensitivity , encouragement and understanding. We are excited to have our planning done with them.
Dean DeRosier (09/14/2020)
We are really enjoying working with Karm, Bal, and the team at WestGroup. Very professional and our investments are growing. They have given us solid advice.
Shaun Donnellan (Future Events) (02/28/2020)
Karm and Bal are two of the best people you could meet. They are absolutely world class when it comes to financial advice and investments. I would recommend then to anyone looking to raise money or invest.
Aman P (07/31/2019)
Exceptional customer service, Advisors are very knowledgeable and understanding of client needs, very professional environment..and beautiful office!!! I recently had my financial plan completed with this company, couldn't have felt better with the advice and recommendations that were provided. They took the time to listen carefully, assess my needs and helped me understand the importance of protecting my future. I've never had the opportunity to get all my financial needs taken care of at one place and accounting services. They were very thorough in asking questions and knew exactly what to do for me. I've never had such a good experience in the past, very impressed with the knowledge and service I received. Highly recommend this Company.
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