Also known as west financial services
West Financial Services is an independent registered investment advisor based in McLean, Virginia, serving the Washington, DC metropolitan region. Founded in 1982, it provides fee-only fiduciary advice and management to a broad range of clients and reports about $1.9 billion in assets. Services include investment management, financial planning, executive and business consulting, and retirement plan consulting. The firm coordinates with insurance providers, attorneys and accountants to support implementation of its planning recommendations. Its retirement plan work consists of fee-only analysis of company plans, covering investment options, participation, cost and design. The firm also publishes quarterly management letters, blog commentary and client events.
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West Financial Services is a wealth manager based in McLean, United States, managing approximately $1.9B in assets.
West Financial Services is headquartered in McLean, United States.
West Financial Services manages approximately $1.9B in assets under management.
West Financial Services was founded in 1982.
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