Why Us

Having a financial planning team to assist with your goals can significantly create the financial future you envision. Westshore Financial Services offers professional advice and guidance to analyze your overall financial position and helps you set short- and long-term goals. When selecting a financial planner, you need to feel confident that they are competent and ethical. At Westshore, we put your interests first and follow these values.

Relationships

We seek and maintain long-term client relationships

Honesty

Being straightforward and having sincere interactions are a high priority

Knowlege

Wisdom is shared through continuous education and life experiences

Integrity

High moral character and strong ethics are a foundation of our practice

Communication

Open access to information and candid conversations

Independence

Freedom to put your interest and success first

 

Contact Us

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Phone: 616-392-1222

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