A complete list of active advisors currently associated with Westco Advisory Services, Inc.
Warmer can help you find a great advisor at Westco Advisory Services, Inc. or one who fits your needs even better.
Westco Advisory Services, Inc. provides portfolio management and comprehensive financial planning to individuals, pension and profit-sharing plans, trusts, estates and small businesses. The firm manages roughly $254 million in client assets for about 323 clients and offers discretionary and non‑discretionary portfolio management, financial planning (including modular and hourly options), retainer engagements and held‑away participant account management. The firm’s process begins with client risk‑profile and goals worksheets and emphasizes customized asset allocation, periodic rebalancing and security selection using fundamental, technical and proprietary screening methods; it also uses a core‑and‑satellite approach for larger accounts and may engage outside managers for specific satellite strategies. Westco reviews accounts regularly, backtests proposed strategies against historical performance and uses a third‑party platform to analyze and rebalance held‑away workplace retirement accounts without taking custody. Westco’s affiliate structure is notable for a team firm: it is affiliated with an introducing broker‑dealer, an insurance agency and a tax preparation business, and the brochure discloses that commissionable products recommended during planning may be implemented through those channels. That combination of in‑house brokerage, insurance and tax services alongside a stated fee‑based advisory model and explicit procedures for held‑away account management and custody disclosure represents an uncommon operational and conflict‑management profile that clients should review.
To learn more about the advisors currently working at Westco Advisory Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lynbrook, NY
| 1
| |
Lynbrook, NY
| 10
| |
Lynbrook, NY
| 6
| |
Lynbrook, NY
| 35
| |
Lynbrook, NY
| 40
| |
Lynbrook, NY
| 42
|
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