Our WestPoint team is growing. We’re excited to introduce the newest members of WPFG. We’re looking forward to working with you all! ???
WestPoint Financial Group
金融服务
Indianapolis，Indiana 5,659 位关注者
We bring financial wisdom and clarity in a world of infinite information.
关于我们
Our mission at WestPoint Financial Group is simple. We are dedicated to educating our clients to help them fulfill their financial goals. We offer relevant experience, personalized attention, and outstanding resources. Our financial and insurance associates listen intently, recommend thoughtfully, and care genuinely- about you, your family and your business. Our associates are highly competent professionals, respected for their precise expertise, product knowledge and commitment to professional growth. Our stringent code of ethics places the client’s needs above all others and demands uncompromising integrity in every aspect of our business conduct. WestPoint currently serves more than 200,000 clients through our network of financial professionals across the Midwest. The firm consists of over 500 associates and staff located throughout Indiana, Illinois, Ohio, Wisconsin, West Virginia, and Kentucky. Our core office locations are in the following areas: Chicago, IL Downers Grove, IL Peoria, IL Cincinnati, OH Columbus, OH Fort Wayne, IN Indianapolis, IN Merrillville, IN Lexington, KY Louisville, KY Madison, WI Milwaukee, WI Visit us at https://www.westpointfinancialgroup.com/
- 网站
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https://westpointfinancialgroup.com
WestPoint Financial Group的外部链接
- 所属行业
- 金融服务
- 规模
- 201-500 人
- 总部
- Indianapolis，Indiana
- 类型
- 私人持股
- 领域
- Financial Services和Financial Planning
地点
WestPoint Financial Group员工
动态
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We are excited to?announce that the Indianapolis Business Journal has named WestPoint Financial Group a Top Investment Brokerage Firm! We are incredibly proud to have our team's hard work and dedication recognized, as we continually strive to deliver exceptional results for our clients. This honor reflects the ongoing growth and exceptional performance that define WestPoint. Take your practice to the next level by joining our team:?https://lnkd.in/g5NSZiR
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Today we recognize Michael Riback for 10 years of excellence! Michael specializes in developing creative strategies?focused on each client’s unique financial goals.?His mission is to offer peace of mind and foster long-term financial strength and security for every client he serves. We appreciate your hard work and are grateful to have you on our team. Congratulations from everyone at WPFG! ???
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At WestPoint, our team of professionals exemplifies our core values and family-first culture by fostering a supportive environment rooted in collaboration, genuine care, and active community involvement.?We want everyone associated with our business to feel welcomed, valued, and inspired to succeed.
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Today we recognize Michella Schoot, CFBS, LUTCF for 15 years of excellence! Michella is committed to building meaningful partnerships, exemplifying fresh insight, focus, and expertise.?She’s deeply committed to providing top-tier service and making a meaningful difference in the lives of her clients. We appreciate your outstanding teamwork and your unwavering advocacy for your clients. Congratulations from everyone at WPFG! ???
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In honor of Veteran’s Day, we are recognizing WestPoint's Michelle Smith, who served in the US Army. We thank you for your dedicated service as a valued member of our team, and for the sacrifices you have made to keep our country safe.? ? At WPFG, we honor, remember, and thank all those who serve, today and every day.?
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WestPoint’s Celeste Bermejo, MBA and Stephanie Barnett RICP?, FIC hosted a Women & Wealth event at Louis Vuitton bringing together an inspiring group of women for a morning of networking, learning, and empowering their purpose.
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Today we recognize Fatin Said for 25 years of excellence! Fatin is dedicated to understanding each client's unique needs, setting meaningful goals, and creating personalized strategies. Her commitment to excellence and genuine care helps foster strong client relationships and deliver impactful results. We appreciate all your hard work and are incredibly grateful to have you on our team. Congratulations from everyone at WPFG! ???
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WestPoint’s Nilesh Patel,CRPC?,CLF????????? and Devanshi Patel shared their family’s Diwali festivities with us. We hope your celebration was filled with joy, prosperity, and bright new beginnings! ??
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At WestPoint, our intentional focus on diversity and inclusion fosters our ability to attract and retain top talent.?We are excited to share highlights from our Minority Business Owner Symposium where our team hosted local business owners to discuss financial planning, best practices, and advancing our mission of bringing financial wisdom and clarity in a world of infinite information.