For 25 years our organization has been helping people like you realize important life goals - both personal and business.  Our customers trust our knowledge and experience in personal insurance, investments, and group benefits, and they appreciate the many advantages we offer as a long-established leader in financial services.  We can assist you in the design and selection of products and services to fulfill your personal financial planning goals, such as retirement funding, wealth management, estate planning, education funding and long term care protection.
 
 
 
 
 
We can also help you protect the financial health of your company and contribute to its growth. Among the business products and services we can help design, fund and administer are executive and group insurance plans, flexible benefits, customized pension and profit-sharing plans, 401(k)'s, Employee stock option plans (ESOP), key employee and deferred compensation (TOP HAT) plans.
 
Professional Services
  • Asset Allocation Strategies
  • Retirement Planning
  • Financial Planning
  • 401(k) Accounts
  • Qualified Plans
  • Retirement Counseling
  • Estate Planning
  • Long Term Care Insurance
  • Small Business Retirement and Benefit Plans
  • Securities
  • Life & Disability Income Insurance
  • Health Insurance
  • Group Benefit Plans
  • Variable Life & Variable Annuities
  • Property and Liability Insurance
  • Key Employee Benefit Plans
  • Worker's Compensation/Business Liability
  • Online Benefit Management

  

 
 
 
7425 East Stetson Drive , Scottsdale, AZ 85251
Phone: (480) 424-7271 Fax: (480) 424-7275 Email:bob@westbrookfinancial.com
 


 
 
Robert J. Westbrook is a Senior Financial Planner, Registered Representative and Investment Advisor Representative of New England Securities.
Branch office, 5050 N. 40TH Street #100, Phoenix, AZ 85018 602-956-0956
Westbrook Financial Services, Inc is not affiliated with New England Securities Corporation.
Certified Financial Planner (TM) , CFP (TM) and federally registered CFP (with flame logo) are Trademarks. The certification marks above are owned by the Certified Financial Planner Board of Standards, Inc., and are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements
We have representatives in this office licensed and registered to offer products and services in [States]. 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.
Some health insurance products offered by unaffiliated insurers through Enterprise General Insurance Agency, Inc. 485-E U.S. Highway 1 South, Iselin, NJ 08830.
 
 

 

 

 

 

We have representatives in this office 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.

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