Molly Fiske25 days agoFrom
We have been working with Sam and Erik for many years now. They are transparent and help build our financial portfolio in a non pressure environment. We know they have our best interest in mind.
Karen Dalfrey25 days agoFrom
Timely and excellent investment planning, advice and support. Highly aware of markets, products and solutions for various investments and goals. Smart information that is easily digestible. Trusted partner in my personal finance and consistently available to take on my questions and needs. I highly recommend WestStar for all of your financial planning! 🌟🌟🌟🌟🌟
Chad L25 days agoFrom
My wife and I have been partnering with Erik & Sam for the past few years. From the first meeting they were able to help provide clarity on how to plan properly for our retirement goals and any other big life milestones that we wanted to accomplish. We feel like they care about our success and are so happy to to be working with them on our future!