Westminster Financial Companies
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Westminster Financial Companies, Inc.

Westminster Financial Companies, Inc. has been located in greater Dayton, Ohio, for over three decades.

Established in 1969 to service the risk management needs of our clients, the current operation is comprised of three complimentary companies, Westminster Financial Securities, Inc., Westminster Financial Advisory Corporation and Westminster Financial Agencies, Inc.

Westminster Financial Securities, Inc. is a full service investment firm and a registered broker/dealer. Westminster representatives are free to choose among the best investment products in the global marketplace, not just those created or marketed by the firm. There are no "proprietary" products at Westminster. Pershing, LLC is the world's leading provider of correspondent execution, clearance, and custody services, handles our security trades and reporting.

Westminster Financial Advisory Corporation is our SEC Registered Investment Advisory firm that allows you to provide your clients with the correct management style to meet their needs. WFA gives you access to the most current methods and top managers at extremely competitive fees.

Westminster Financial Agencies, Inc. is the division that allows you the access to a variety of carriers for the best coverage available. Life, health, disability and long-term care insurance policies are available. WFA is also available to assist you with your fixed and variable annuity needs.

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  • Corporate Offices:
    865 South Dixie Drive
    Vandalia, Ohio 45377
    937/898-5010
    800/235-PLAN
    937/898-0119 (fax)
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