West Financial Group

"West Financial in The Villages President Skip West is committed to customer service and open to review any and all investments that his clients may have. He has a wealth of knowledge and can help his clients make the best financial decisions for the present and into the future. I highly recommend his services."

"We received an invite to one of Skip's seminars and then made an appointment for a review of our finances. We met with Skip and he answered all of our in plain English and helped us to realize a plan that would help us have income and maintain our principal. He and his whole staff are wonderful and available at all times. Highly recommend!"

"I recently had the pleasure of working with Skip West of West Financial Group, and I must say that his service is beyond exceptional. From the moment I reached out to Skip, he and his team displayed a level of professionalism and dedication that truly impressed me. What struck me the most was the positive working relationship Skip and his team maintain with their clients. They created an environment where I felt valued and respected as a customer. Skip listened attentively to my concerns, offered helpful suggestions, and always went the extra mile to address any questions or issues I had. This personalized approach made a significant difference and helped me make informed financial decisions with confidence."

"West Financial has helped us better plan for the future. Skip is a wealth of knowledge! Skip provides information which allows you to make an informed decision without any pressure. Questions are encouraged and answered effectively. The office staff makes you feel welcome from the moment you walk into the door. Very happy we found the West Financial Group."

"We went to Skip and his folks on a recommendation from one of our neighbors. It's been a great decision. We had another financial planner for over 10 years before that. He rarely contacted us more than once a year and usually only when he did an annual visit lasting about a half hour each time. Skip did more for us in a month to simplify our investments and protect our assets than the other guy did in all those years. I can't recommend Skip and his group enough and thank him for all he's done for us in such a short time."