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Westbrook Financial Services, Inc. is an office of Strategic Wealth Associates, an independently owned/operated wealth management and financial services firm with offices throughout the southwest. WFS has always held onto the idea of a single establishment where affluent individuals/businesses can obtain unbiased and innovative advice from a team of advisors who we believe is among the brightest, best trained, and best supported in the industry. Our senior advisors are respected and sought after for seminars and industry related events. Our approach provides you with personal attention as well as providing access to almost every financial service available through any significant provider or product or investment strategy in our industry.Our associates have hundreds of years of combined experience in the financial services industry working with clients. Our senior advisors are some of the most respected financial advisors in the country and are sought after for siminars and industry related events. Our associates and staff hold designations such as Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Certified Fund Specialist (CFS), Certified in Long-Term Care (CLTC), etc. We have on staff and access to CPA's, attorneys and other consultants who specialize in certain areas of the wealth management process. Most importantly, we have a long list of satisfied client relationships.
Phone: (480) 424-7271 Fax: (480) 424-7275 Email:bob@westbrookfinancial.com
I am licensed and registered to offer products and services in [AZ]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information. L1211229381[exp0113][AZ,CA,CO,FL,IA,IL,MA,MD,MN,NC,NM,NY,OH,WA] |
