Westbrook Insurance Service

At Westbrook Financial Services, Inc., we understand that navigating the complex world of personal and business financial planning can be overwhelming. That's why we've been dedicated to providing customized, state-of-the-art solutions to executives, business owners, and individuals with unique planning and wealth management needs since 1983.

Our Story

Founded by Robert J. Westbrook, CFP, our firm is built on a foundation of expertise, integrity, and a deep understanding of the financial services industry. We take a comprehensive approach to financial planning, taking the time to understand our clients' unique goals, challenges, and values. Our mission is to empower our clients to achieve their financial objectives, while also protecting their loved ones and their legacy.

Services

At Westbrook Financial Services, Inc., we offer a wide range of services designed to help our clients achieve their financial goals. Our services include:

• Financial Planning: We help individuals and families develop customized plans to achieve their financial objectives, including retirement planning, estate planning, and investment strategies.

• Estate Planning: Our experienced team provides guidance on wills, trusts, powers of attorney, and other estate planning tools to ensure the transfer of assets according to your wishes.

• Private Wealth Management: We offer investment management services tailored to each client's unique financial goals and risk tolerance.

• Executive Benefits: We help executives and business owners design and implement comprehensive benefits packages, including retirement plans, deferred compensation plans, and other employee benefits.

• Personal Protection Planning: Our experts help individuals and families develop strategies to protect their assets from lawsuits, creditors, and other risks.

Why Choose Us

At Westbrook Financial Services, Inc., we pride ourselves on our personalized approach to financial planning and wealth management. We take the time to understand each client's unique circumstances and goals, and we work closely with them to develop customized solutions that meet their needs.

Our Commitment

Our commitment to excellence, integrity, and professionalism has earned us a reputation as a trusted partner for individuals and businesses seeking comprehensive financial planning and wealth management services. We invite you to experience the power of our services and discover why we have been a trusted resource for over three decades.