Reviews for West Advisory Group, Inc

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Sep 2023
Alan Pershing is very patient, informative and someone I have complete confidence in to handle my retirement planning. I highly recommend West Advisory Group. I wouldn't go anywhere else!
Feb 2023
West Advisory Group has done a FANTASTIC job managing our retirement funds. They explain things in easy to understand terms and always have our best interest in mind. Compared to other people I've spoken with recently, they have have gotten me a better return than my previous money management firm.
Nov 2019
My wife and I have been a client of West Advisory Group for over 18 months and are very happy with their approach to investing our money and the financial results. They have provided us with a holistic wealth management program that has been tailored to our specific needs and goals. I would highly recommend them to anyone looking for an advisor.

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From West Advisory Group, Inc

We provide professional guidance for retirement planning, wealth accumulation, asset protection, tax efficiency and many other aspects of holistic wealth management by utilizing numerous investment products and strategies, so that we can help protect our client’s lifestyle for a lifetime.