|
A Full-Service Financial Company
The mission of the Westminster Financial Companies is to provide every client with a professional financial advisor who is committed to providing a financial plan designed to meet the needs and objectives of the individual followed by unparalleled service and support.
The Westminster Financial Companies offer:
- Portfolio Management
- Wrap Fee Investment Accounts
- Wrap Fee Mutual Fund Management
- Timing Service
- Fee Based Access to some of the Top Institutional Money Managers
- Securities Trading
- NYSE Securities
- AMEX
- NASDAQ
- Debt Obligations
- Government and Agency Bonds
- Corporate
- Municipal
- Convertible
- Mutual Funds
- Unit Investment Trusts
- Insurance
- Life
- Fixed and Variable Annuities
- Long Term Care
- Health and Disability
- Retirement Plans
- IRA's: Individual, Roth, & Educational
- Cash Management
- Money Markets
- Certificates of Deposit
- Banking Services
- Financial Planning
- Hedging/Options
| 
