Established in 1982, West Financial Services is a private subsidiary of Sandy Spring Bank. It is a financial planning and investment management firm that provides a wide range of products and services to individuals, businesses, foundations and associations. The company, located in McLean, Va., provides expert services of certified financial planning practitioners, chartered financial analysts, employee benefits specialists and public accountants. It offers financial planning, asset management and wealth consulting services. Its financial services include financial statements and cash flow analysis; investment reviews; estate planning, marketing and sales analysis; retirement plan reviews; development of investment policy statements; employee education; and selection of investment options. Additionally, the company provides various wealth consulting services, such as asset allocation, business planning, family legacy, venture analysis, and identification of new business opportunities. West Financial Services is registered with the Securities and Exchange Commission.
Services/Products
General InfoEstablished in 1982, West Financial is a private subsidiary of Sandy Spring Bank. It is a financial planning and investment management firm that provides a wide range of products and services to individuals, businesses, foundations and associations. The company, located in McLean, Va., provides expert services of certified financial planning practitioners, chartered financial analysts, employee benefits specialists and public accountants. It offers financial planning, asset management and wealth consulting services. Its financial services include financial statements and cash flow analysis investment reviews estate planning, marketing and sales analysis retirement plan reviews development of investment policy statements employee education and selection of investment options. Additionally, the company provides various wealth consulting services, such as asset allocation, business planning, family legacy, venture analysis, and identification of new business opportunities. West Financial is registered with the Securities and Exchange Commission.,Established in 1982, West Financial is a private subsidiary of Sandy Spring Bank. It is a financial planning and investment management firm that provides a wide range of products and services to individuals, businesses, foundations and associations. The company, located in McLean, Va., provides expert services of certified financial planning practitioners, chartered financial analysts, employee benefits specialists and public accountants. It offers financial planning, asset management and wealth consulting services. Its financial services include financial statements and cash flow analysis investment reviews estate planning, marketing and sales analysis retirement plan reviews development of investment policy statements employee education and selection of investment options. Additionally, the company provides various wealth consulting services, such as asset allocation, business planning, family legacy, venture analysis, and identification of new business opportunities. West Financial is registered with the Securities and Exchange Commission.,Financial Planning