Jack West - JC West & Associates, Inc.
3 Pointe Drive, Brea, CA 92821
Hours open
Monday:
7:30 AM - 4:00 PM
Tuesday:
7:30 AM - 4:00 PM
Wednesday:
7:30 AM - 4:00 PM
Thursday:
7:30 AM - 4:00 PM
Friday:
7:30 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
3 Pointe Dr, Brea, CA 92821, United States
About the Business
Jack West - JC West & Associates, Inc. is a finance institution located at 3 Pointe Drive, Brea, California, United States. As an independent advisory firm, our main objective is to help our clients protect, grow, and utilize their wealth in the most cost and tax-efficient way. We pride ourselves on our independence, allowing us to provide impartial advice without influence from a larger organization.
Our team of independent advisors serves as valued partners, integrating investment plans with overall life plans. We offer guidance, counseling, monitoring, and discipline to encourage proactive planning for both expected and unexpected financial events. By considering your entire financial picture, we focus on relationships rather than products.
Our mission is to prioritize your needs and goals, viewing financial planning as a long-term journey. We design strategies aligned with your objectives and continually monitor and adjust them to ensure they remain on track. Securities are offered through Kestra Investment Services, LLC, and investment advisory services through Kestra Private Wealth Services, LLC.
Please note that the information provided is for courtesy only, and we are not liable for any issues arising from accessing third-party websites linked from our site. We strive to provide comprehensive and accurate information to support your financial decisions.
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