WE GET TO KNOW YOU FIRST
Unlike too many broker-dealers, we take the time to learn your goals so that we can provide personalized service.
As A Fiduciary, We Focus On Serving You
Fiduciaries do things differently. We don’t try to sell you financial products or force unproven investment ideas on you. On the contrary, we serve you and you alone, making financial recommendations that are always in your best interest. Make an appointment with one of our offices today. We are ready to serve you with integrity.
We serve clients just like you through the following services:
- Retirement planning, including tax savings
- Investment strategies and risk management
- Income and legacy planning
Who We Serve
Whether you are five years away from retirement, at the threshold of retirement, or are currently retired, we want to work with you. Our advisors offer holistic retirement planning strategies for those who are ready to move from the accumulation phase of life into the distribution phase.
If you need a plan that promises you more money than life, we are the team for the job. We serve anyone who wants to learn more about their options for the future, as well as how to make the best financial decisions for themselves and those who depend on them over the long term. If this sounds like you, we encourage you to give us a call today. We look forward to helping you successfully plan out your retirement by developing a custom financial plan meant just for you.
Don’t leave money on the table, and definitely don’t worry about running out of money as you enter your sunset years. Instead, partner with the West Advisory Group team. We look forward to working with you!
To Be Sure, We Serve YOU
We exist to help you make the best financial decisions possible. As a fiduciary, we are legally bound to recommend what’s best for you. Even beyond our legal obligation to you, we have a commitment to each and every client based on our high standards. We believe in providing budget help, tax planning services, assistance with your retirement planning, and so much more to help you protect your wealth and make investments that are prudent. Rest assured, we will never recommend something that we wouldn’t do.
Our role as your financial advisor is to guide you in a direction that will protect what you have while helping you make your investments work for you. It’s always a careful balance between taking risks based on the most reliable current market information and protecting your earnings from losing value. We are here to guide you and offer some of the soundest tax planning, retirement income, and financial planning advice around!
Ready to learn how you can create a secure financial roadmap to your future? Reach out to either of our offices. We are conveniently located in Erie and Pittsburgh to better serve you. Contact us today!
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