Since 1977, we at Westminster Financial Companies have been focused on providing the best possible assistance to our advisors and their clients. As an independent broker-dealer located in Dayton, Ohio, we support approximately 50 advisors and are SEC registered in all 50 states.
Through our relationship with Fidelity Clearing & Custody Solutions®, we are able to provide world class services on a top tier technology platform allowing us to focus our attention on the needs of our clients.
Through our three subsidiaries, we can provide all the pieces to complete your financial plan, including portfolio management, insurance products, retirement planning, educational planning, fixed income and equity trading. Let us help you plan your future!