Welcome to the
West Advisory Group Family!
We're glad you're here!
Welcome to the West Advisory Group Family!
As a new client, your opinions about your experience with us are extremely important. Here at West Advisory Group, we’re always looking to improve and want to make sure that you’re getting world-class service each time you hear from us.
We strive to provide exceptional client service paired with the highest standards and ethics. Simply put, we are constantly striving to get better at what we do, for you. The feedback you provide will be used to continuously improve the services we offer. This information will not be shared or disclosed to outside parties.
Below is a survey form with questions on your experience with our office so far. We have also emailed you a digital form that can be printed out
If you have any questions or concerns about completing this survey, please don’t hesitate to contact our office. We greatly appreciate having the opportunity to serve you!
Thank you in advance for your time in completing this survey.
Sincerely,
Walter J. West
Senior Financial Strategist
We want to hear what you have to say
Pittsburgh Office
8160 Perry Highway
Pittsburgh, PA 15237
412-847-2040
Erie Office
1946 West 26th Street
Erie, PA 16508
814-464-0224
©2023 West Advisory Group® - All rights reserved.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM) and Milestone Asset Management, LLC (MAM), a registered investment advisor. BCM is independent of MAM and West Advisory Group. MAM and West Advisory Group are affiliated through common ownership. Insurance products and services are not offered through BCM or MAM but are offered through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management or Milestone Asset Management.
Third-party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
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FORM CRS | Milestone Form ADV Part 2A