West Financial Services, Inc. is a U.S. Securities and Exchange Commission Registered Investment Advisory firm. We do not render or offer to render personalized investment advice or financial planning advice through this website. This website is limited to providing you with general information about our services and provides a way for you to contact us. Advice can only be rendered after all of the following conditions are met:
- Delivery of our Form ADV Part 2A to you.
- Execution of an Investment Advisory and/or Financial Planning agreement between both parties.
Other Disclosures:
The information contained on this website is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, and does not purport to be complete and is not intended as the primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor.
All references that might be made to an investment or portfolio’s performance are based on historical data and one should not assume that this performance will continue in the future.
