In April 2018, West Financial Services was honored with the Above and Beyond Award* presented by Employer Support of the Guard and Reserve (a Department of Defense program) State Committees to recognize employers at the local level who have gone above and beyond the legal requirements of the Uniformed Services Employment and Reemployment Rights Act.
In March 2018, West Financial Services was named one of the Best Places to Work for Financial Advisers* by InvestmentNews based on workplace policies and practices, and satisfaction surveys that measure the employee experience.
In October 2017, Glen Buco, Kimberly Cox, and Kirstie Martinez received the Patriot Award* presented by Employer Support of the Guard and Reserve (a Department of Defense program) Chairman. This award was given based on the support they provided to an employee during her spouse’s deployment overseas in the U.S. Army Reserve.
In July, West Financial Services was included in Financial Advisor magazine’s “2017 RIA Ranking by Total Assets.”*
In June 2017, the Financial Times recognized West Financial Services as one of the 300 Top Registered Investment Advisers* in the U.S.