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- Westshore Financial Group
Westshore Financial Group
Purpose
Westshore Financial Group strives to be a difference maker in the financial services industry. With our unique focus on protection and cash flow planning,
we work closely with clients to build a comprehensive financial plan that aligns with their unique financial situations and goals.
we work closely with clients to build a comprehensive financial plan that aligns with their unique financial situations and goals.
Vision
To make financial health a core aspect of our community's lives by providing excellent financial leadership and service.
Mission
We use a comprehensive client-first process to nurture lasting financial success and well-being in the lives of our clients, putting our clients before all
else.
else.
Additional Culture Details
We are unique in our approach to equipping advisors to truly thrive. We put great emphasis on empowering our advisors to put a personal touch on their
business as they build a client base with groups they choose to serve. With our consistent training and intentional mentorship, we ensure that our
advisors have the support and resources they need to go from brand new to experienced and successful. We focus on teaching that it is no... Read more
business as they build a client base with groups they choose to serve. With our consistent training and intentional mentorship, we ensure that our
advisors have the support and resources they need to go from brand new to experienced and successful. We focus on teaching that it is no... Read more
Values
- Core Values: RISE
- +Relationships:
In a far too transactional world, we desire life-long relationships with our clients. We want to understand our clients dreams, what drives them, and we want to be there for them when life is at its best, and when life is at its worst as well.
+Integrity:
We are the same person holding the same values with each and every client. We don’t compromise our integrity by putting our personal gain above our clients’ best interests. We do the right thing every time.
+Service:
All people are deserving of our love and the best care we can offer them. We will always give our most sincere efforts to use our experience and expertise to serve clients well and improve their lives in any and every way possible,
+Excellence:
Good intentions alone are not enough. We are committed to continually providing excellence in the quality of our work, our processes, and our recommendations through ongoing training and learning and collaboration among the massive amount of collective
Headquarters
Tampa, FL
Employees
65 US Employees
Industry
Financial Advisors