Whether you are thinking about investment options, unsure of where to turn next or just need some comprehensive wealth management, Ocean Financial’s partnership with Westco Financial Group can help you build a strong financial future.
Advisors from Westco Financial Group are available for a no-cost, no-obligation meeting to discuss your needs. Subsequent meetings will help you evaluate your financial situation, outline your goals, develop a plan and review that plan periodically to make sure you are on the right financial path. They can focus on:
- Growth: Portfolio Management and Investment Brokerage
- Comprehensive Wealth Management: Developing estate planning strategies, retirement planning, and college planning
- Protection: Life, Health, Long Term Care and Disability Insurance
- Tax Preparation & Tax Planning: Services available for families, estates, trusts, and small businesses.
- Education: Financial Planning for the future, including saving for college
For more information, call toll-free 833-642-1645 or click on the buttons below.
Request an Appointment
An Ocean Financial Representative can set you up with a FREE, no-obligation appointment with Westco Financial Group.
Securities & Advisory services offered through Westco Advisory Services, Inc. - An SEC Registered Investment Advisor and investment securities offered through Westco Investment Corp. - A Registered Broker/Dealer, Member FINRA, SIPC. The investment securities offered through Westco Investment Corp. and Westco Advisory Services Inc. are not insured deposits by Ocean Financial Federal Credit Union and are not NCUA insured. These investments are not obligations, endorsed, recommended or guaranteed by Ocean Financial Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Ocean Financial Federal Credit Union is not a registered broker/dealer but has a referral partnership with Westco Investment Corp, Westco Advisory Services, Inc., Westco Agency, Inc, and Westco Financial Services, Inc., with a combined marketing name of Westco Financial Group. Westco Financial Group does not provide legal advice. Insurance is offered through Westco Agency, Inc.
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
Ocean Financial Federal Credit Union provides referrals to financial professionals of Westco Financial Group pursuant to an agreement that allows Westco Financial Group to pay Ocean Financial for these referrals. This creates an incentive for Ocean Financial to make these referrals, resulting in a conflict of interest. Ocean Financial is not a current client of Westco Financial Group for securities or insurance services.