Top Financial Professionals

Kristan Anderson, Glen Buco, Kim Cox and Dana Sippel were named to the Northern Virginia magazine’s Top Financial Professionals listing which was featured in the September 2014 issue.


2014 RIA Ranking by Total Assets

In July, West Financial Services was included in Financial Advisor magazine’s “2014 RIA Ranking by Total Assets.”


Best Financial Advisers for Doctors

In November 2013, Medical Economics recognized Relationship Manager Dana G. Sippel, CFP®, CPA as one of the nation’s Best Financial Advisers for Doctors.


Washington’s Premier Wealth Advisors

West Financial Services was listed as one of Washington’s Premier Wealth Advisors by NABCAP (National Association of Board Certified Advisory Practices) in the September 2013 issue of the Washington Business Journal.


Top Financial Professionals

Kristan Anderson, Glen Buco, Kim Cox and Dana Sippel were named to the Northern Virginia Magazine’s Top Financial Professionals listing which was featured in the September 2013 issue.


2013 RIA Ranking by Total Assets

In July, West Financial Services was included in Financial Advisor magazine’s “2013 RIA Ranking by Total Assets.”


Kim Cox Quoted

Kim Cox was quoted in the March 2013 issue of Northern Virginia magazine in the real estate section.


Top Money Advisers

In November 2012, Glen Buco, Kim Cox and Dana Sippel were listed as Top Money Advisers in the fee-only category in Washingtonian magazine.


Best Financial Advisers for Doctors

In November 2012, Medical Economics recognized Relationship Manager Dana G. Sippel, CFP®, CPA as one of the nation’s Best Financial Advisers for Doctors.


Washington’s Premier Wealth Advisors

In September 2012, WFS was listed as one of  Washington’s Premier Wealth Advisors by NABCAP (National Association of Board Certified Advisory Practices) in the Washington Business Journal.


Top Wealth Managers

In September, AdvisorOne.com recognized West Financial Services, Inc. as one of the nation’s “Top Wealth Managers.”


Top Financial Professionals

Kristan Anderson, Glen Buco, Kim Cox and Dana Sippel were named to the Northern Virginia magazine’s Top Financial Professionals listing which was featured in the September 2012 issue.


Best Financial Advisers for Doctors

In November 2011, Medical Economics recognized Relationship Manager Dana G. Sippel, CFP®, CPA as one of the nation’s Best Financial Advisers for Doctors.


Forbes magazine

WFS was featured in the October 24, 2011, issue of Forbes magazine.


Premier Wealth Advisors by NABCAP

In September 2011, West Financial Services was listed as one of Washington’s Premier Wealth Advisors by NABCAP (National Association of Board Certified Advisory Practices) in the Washington Business Journal.


AdvisorOne.com recognized WFS

AdvisorOne.com recognized West Financial Services, Inc. as one of the nation’s “Top Wealth Managers.”


Top Financial Professionals

Kristan Anderson, Glen Buco, Kim Cox and Dana Sippel were named to the Northern Virginia magazine’s Top Financial Professionals listing which was featured in the April 2011 issue.


Top 50 Financial Planning Firms

InvestmentNews the weekly investment publication for financial advisers, ranked West Financial Services 26th among the nation’s Top 50 Financial Planning firms.


Advertorial

Washingtonian magazine, Advertorial


Best Financial Advisers for Doctors

In November 2010, Medical Economics recognized Relationship Manager Dana G. Sippel, CFP®, CPA as one of the nation’s Best Financial Advisers for Doctors


Best Financial Advisers for Doctors

In September 2009, Medical Economics recognized Relationship Manager Dana G. Sippel, CFP®, CPA as one of the nation’s Best Financial Advisers for Doctors.

Dana G. Sippel, CPA, CFP®


Wealth Manager magazine

West Financial Services ranked in the top 175 on Wealth Manager magazine’s annual list of the Top 500 Wealth Managers nationwide.


Expert Financial Advisors

Northern Virginia magazine, “Expert Financial Advisors” in Northern Virginia

Glen J. Buco, CFP®
Kimberly A. Cox, CFP®


Finding Good Financial Help

Washingtonian magazine, “Finding Good Financial Help,” by Deborah Knuckey & Sherri Dalphonse

Glen Buco was recognized as one of the area’s top financial professionals in the January 2009 issue.

Glen J. Buco, CFP®


Live This Morning

News Channel 8, “Live This Morning”

Glen J. Buco, CFP® offered advice and market insight in the wake of the Bernard Madoff scandal

 


The Latest Bad News For Your 401(k)

Washington Post, “The Latest Bad News For Your 401(k),” by Annys Shin

Kristan L.  Anderson, CEBS®, CFP® offered retirement planning advice for local readers.


Top 250 Wealth Advisors

Worth magazine, “Top 250 Wealth Advisors,” by Douglas McWhirter

Glen J. Buco, CFP®

 


Live Appearance

WNYC 93.9FM, “Take Away” Radio Show

Glen J. Buco, CFP®


Top Advisers for 2008

Reuters AdvicePoint, “Top Advisers for 2008″

Kimberly A. Cox, CFP®


Top 100 Wealth Advisors

Worth magazine, “Top 100 Wealth Advisors,” by Judy Martel

Glen J. Buco, CFP®


Bloomberg’s Top Wealth Managers

Bloomberg Wealth Manager, “Bloomberg’s Top Wealth Managers.”
West Financial Services, Inc. ranked in the top 200 on Bloomberg Wealth Manager magazine’s annual list of the Top 500 Wealth Managers nationwide


Bloomberg’s Top Wealth Managers

Bloomberg Wealth Manager, “Bloomberg’s Top Wealth Managers.”

West Financial Services, Inc. ranked in the top 200 on Bloomberg Wealth Manager magazine’s annual list of the Top 500 Wealth Managers nationwide


Adviser Force, Bloomberg’s Top Wealth Managers

Bloomberg Wealth Manager, “Adviser Force, Bloomberg’s Top Wealth Managers,” by Kieran Beer with research by Joelle Quinones

West Financial Services, Inc. ranked in the top 150 on Bloomberg Wealth Manager magazine’s annual list of the Top 500 Wealth Managers nationwide


The Champions, Bloomberg’s Top Wealth Managers

Bloomberg Wealth Manager, “The Champions, Bloomberg’s Top Wealth Managers,” by Kieran Beer and Shifra Ansonoff

West Financial Services, Inc. ranked in the top 125 on Bloomberg Wealth Manager magazine’s annual list of the Top 200 Wealth Managers nationwide


Top Dogs, Bloomberg’s Top Wealth Managers

Bloomberg Wealth Manager, “Top Dogs, Bloomberg’s Top Wealth Managers,” by Kieran Beer and Shifra Ansonoff

West Financial Services, Inc. ranked in the top 75 on Bloomberg Wealth Manager magazine’s annual list of the Top 200 Wealth Managers nationwide


Top of Their Game

Washingtonian Magazine, “Top of Their Game,” by Deborah Knuckey

Glen J. Buco, CFP®


100 Top Advisors

Mutual Funds, “100 Top Advisors”

Glen J. Buco, CFP®


Best in Show, Bloomberg’s Top Wealth Managers

Bloomberg Wealth Manager, “Best in Show, Bloomberg’s Top Wealth Managers” by Kieran Beer and Shifra Ansonoff

West Financial Services, Inc. ranked in the top 150 on Bloomberg Wealth Manager magazine’s annual list of the Top 150 Wealth Managers nationwide