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Blogs

Kristan Anderson, CEBS®, CFP® | Feb 16, 2023

When You’re Ready, Come and Get It

Lifestyle
Personal Financial Planning
Retirement Planning
We tend to get a lot of questions regarding Social Security. Some older clients are interested in claiming strategies to maximize their benefits, while younger
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Glen J. Buco, CFP® | Jan 26, 2023

Young at Heart

Blog
Lifestyle
Personal Financial Planning
Retirement Planning
Last month we celebrated the day of my 40th anniversary with West Financial! How did that happen? To be honest, it hardly seems like it's been 40 years – and
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Kristan Anderson, CEBS®, CFP® | Jan 4, 2023

In Support of Music

Blog
Digital World
Education
Lifestyle
Anyone who knows me, knows that I love music. I sent both of my kids through the School of Rock program from elementary school through high school. My daughter
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Main Office

2010 Corporate Ridge Road
Suite 530, McLean, VA 22102

Maryland Office

14941 Shady Grove Road
Rockville, MD 20850

Contact

703-847-2500

 

Disclosures

West Financial Services, Inc. (“WFS”) offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the firm has attained a particular level of skill or ability. You should carefully read and review all information provided by WFS, including Form ADV Part 1A, Part 2A brochure and all supplements, and Form CRS.

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