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What Our Clients Are Saying About Us
Walt and his staff had and have been a great blessing to me as I retired in 2020 and was unsure about my financial stability. Walt has met with me and been very reassuring. He patiently explains concepts I don’t understand and is just plain warm and gracious!
Walt and his support staff provide a balanced understanding. He is not afraid to have straightforward conversations specific to both good and bad portfolio results. Our conversations are spirited, direct and informational. Confident in our strategy exchanges and knowledge gained.
Jim & Cindy T
Cindy and I are very pleased with the West Advisory Group as a whole. We try and not micromanage our account, leaving that to the pros at WAG. That being said, when we do have questions or would like to make a rare change, Walt and Alan have shown a willingness to discuss our thoughts, give us the pros and cons of what we are asking, and guide us in the right directions.
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