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Welcome to Westminster Financial
Advice • Solutions • Living
Westminster Financial is an independent financial services firm, with our principle being able to assist our clients in every aspect of their financial lives. For each of our clients we strive to help create financial stability and security to provide financial independence. Our focus on integrating wealth, tax and estate gives us the potential to meet our mission “improve financial security for our clients”.
Our experienced professionals allow for a hands on approach to your financial well-being. You will find our team members to be knowledgeable, and truly care about making your dreams a reality.
After completing our due diligence and gaining a clear understanding of our clients desires we create a “Roadmap” to help guide you. We recommend meeting on a quarterly basis to assure you stay on track for whatever your goals may be.
It is important that our clients live fully and confidently. By implementing our prudent process, clients know that we are committed to seeing them thrive both financially and personally.
Cambridge Investment Research, Inc., is an FINRA registered securities broker-dealer and SEC Registered Investment Advisor registered in all 50 states. This web site is published in the United States for residents of the United States. Cambridge Investment Research, Inc. is a member of the Securities Investor Protection Corporation (SIPC). Important Notice.