Referrals

"Don't keep us a secret!"

At Westbrook Financial Services, Inc. we are committed to helping our clients plan for their financial future. Our goal is to provide quality investment assistance to every client on an individualized basis.

Over the years, many of our clients have asked us to speak with a friend, relative, or colleague concerning proactive wealth management.  We consider it an honor and a privilege, and have been happy to accommodate those wishes.

We want you to be aware of the standards by which we handle such a situation.  First, confidentiality is the cornerstone of our business.  Each of our client relationships is distinctly separate and totally private.  Second, thoughtful and courteous service is guaranteed.  This is a people business.  Finally, we will never give advice and counsel to a client without thoroughly understanding his or her needs.

If you have a friend, relative or business associate who is considering their financial options/circumstances, we would appreciate it if you would refer them to Westbrook Financial Services, Inc. for a complimentary consultation.

The highest compliment we can receive is a recommendation from one of our valued clients!