West Coast Financial Group, Inc. is an independent, family owned and operated retirement plan consulting firm built on the core values of trust, integrity, competency, and service since 1982. Bret Smith & and Rick Smith, Co-Founders, were raised with old-time values in a time gone by when doors werent locked and honesty and integrity were the norm not the exception. They have kept these values alive. When you call us a warm and caring person will greet you, not a cold impersonal answering system. You will not be on your own to fend for yourself when you need service, our team will be here ready to assist you as we have for over a quarter of a century. We are passionate about enabling you to achieve a clear picture of your financial needs and objectives through developing a financial planning strategy designed to address your personal needs so that we can help prevent problems, simplify financial alternatives, and eliminate future concerns. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com West Coast Financial Group, Inc. and the above firm are independent and non-affiliated.
West Coast Financial Group, Inc. is an independent, family owned and operated retirement plan consulting firm built on the core values of trust, integrity, competency, and service since 1982. Bret Smith & and Rick Smith, Co-Founders, were raised with old-time values in a time gone by when doors werent locked and honesty and integrity were the norm not the exception. They have kept these values alive. When you call us a warm and caring person will greet you, not a cold impersonal answering system. You will not be on your own to fend for yourself when you need service, our team will be here ready to assist you as we have for over a quarter of a century. We are passionate about enabling you to achieve a clear picture of your financial needs and objectives through developing a financial planning strategy designed to address your personal needs so that we can help prevent problems, simplify financial alternatives, and eliminate future concerns. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com West Coast Financial Group, Inc. and the above firm are independent and non-affiliated.
Company Information
- Industry
- Financial Services
- Company Type
- Privately Held
- Founded
- unknown
- Employee Range
- 1-10
- Revenue Range
- Not available
Location
- Address
- 16241 N Florida Ave Florida Lutz
- City
- San Juan Capistrano
- Region
- California
- Postal Code
- 33549
- Country
- United States