Our Firm

With over 25 years of experience we know what business owners, professionals, and individuals prefer -  You want and deserve sound financial solutions.We suggest strategies designed to bring financial security to you and your business based on your goals.  Objective service and integrity dominate the culture of this firm.  Our customers trust our knowledge and experience in insurance and investments, and they appreciate the many advantages we offer as a long-established leader in financial services.

Defining goals... Reaching objectives - We construct financial plans that evolve as your life evolves.  Helping you develop a game plan for reaching your goals is where we begin.  Diversification and temperament for risk are discussed.  We think ahead with "what if" scenarios.  A team approach is used when defining strategies -although we don't provide tax or legal advice, we can work with your own legal or tax professionals to help you reach your objectives';. Helping you feel informed and in control of your assets is a priority at Westbrook Financial Services, Inc.

Fee-Based Financial Planning - Financial Planning offers you a financial road map.  You can strive to counter life's uncertainties with a well thought out plan.  We analyze and integrate every aspect of your financial life into one document.  Each facet of a Financial Plan dovetails with the others.  The Plan we produce is an invaluable resource as questions arise, and it helps loved ones respond effectively in times of crisis.

Employee Benefits - For years our organization has been helping companies resolve complex executive and employee benefit solutions.  We work with employers to provide competitive benefits plans for their employees in an environment of rising health care costs and fewer resources.  Our principles were established focusing on a superior level of service and integrity, which has given us a well-respected name within the industry.  As a result, the company emerged as an immediate leader, setting new standards for service as well as expanding the scope of the firm to meet the changing needs of our clients.

If you're serious about personal and business goals, we're the financial organization you want to do business with. You can depend on us to listen, understand, and deliver what you value most in insurance and investments.