About the Business
Westbrook Financial Services, Inc. is an independently-owned wealth management and financial services firm that operates in the southwestern United States. We specialize in providing tailored advice and services to our clients. Our comprehensive range of services includes Financial Planning, Estate Planning, Wealth Management, Investment Consulting and Communication, and Personal Protection Planning. We also provide services to corporate clients and their employees such as Executive Benefits planning, Business Succession Planning, and Retirement Planning. Our team is dedicated to providing personalized and professional service to help our clients achieve their financial goals.
Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.
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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 personalized, innovative advice from a team of advisors who we believe is among the brightest, best trained, and best supported in the industry. Our 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 associates and staff hold designations such as Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC).
- (480) 424-7271
- 7425 E Stetson Dr, Scottsdale, AZ 85251
- Visit Website
Opening Time
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Mon
8:00 AM - 5:00 PM
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Tue
8:00 AM - 5:00 PM
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Wed
Closed
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Thu
8:00 AM - 5:00 PM
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Fri
8:00 AM - 5:00 PM
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Sat
Closed
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Sun
Closed