Westco Financial Group provides comprehensive wealth management services to help individuals, families, and businesses create, protect, and efficiently pass their wealth on according to their wishes.  Westco Financial Group is comprised of four 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, and expectations.  Investment portfolios created, consist of different asset allocations and asset class mixes.  The portfolios may include Common Stock, Bonds, ETF’s, Mutual Funds, Corporate Bonds, Certificates of Deposit, Preferred Stock, US Government Securities, Unit Trusts, , and Section 529 Plans. Westco Advisory Services, Inc. also provides financial planning for both individuals and businesses by creating a comprehensive plan that is unique to each client’s circumstances.

 

Westco Financial Services, Inc. provides income tax planning and preparation for individuals, small businesses, estates, and trusts.

 

Westco Investment Corp., is a registered Broker/Dealer (Member of FINRA, SIPC, and Limited MSRB), who has access to the general securities market and can execute transactions involving Mutual Funds and Variable Annuities.

 

Westco Agency, Inc. is a Licensed Insurance Broker, which offers innovative and competitive Life, Health, Disability, Long Term Care, Annuity polices and services from leading carriers. Auto, Homeowners, and Liability insurance for individuals and businesses are also available.

 

Westco Advisory Services Inc. Team

James G. Westmacott, CFP- President & CEO.  Jim specializes in Managed Money and Comprehensive Financial Planning as well as guiding the direction of the Firm.

 

A.J. Drummond- Financial Advisor- AJ is responsible for income tax preparation and assisting with investment management and financial planning

 

 

Regards,

 

 

Addison (A.J.) Drummond

 

Westco Financial Group