Supporting our advisors to breed success
Westminster Financial is an ideal partner for investment professionals seeking independence. With many decades of success, Westminster Financial offers a range of services and support to help investment professionals achieve their goals. From cutting edge technology to personalized training and development, Westminster Financial is committed to providing the resources and expertise needed to thrive in today's competitive landscape. With a focus on building long-term relationships and delivering value, Westminster Financial is the partner of choice for investment professionals looking to take their careers to the next level.
Our Approach
We know how personal your business can be, so we also know how important it is for you to get the right kind of support your unique business requires. With access to accounting, business consulting, compliance, and back-office operational services, we can be as involved (or uninvolved) in your business as you need us to be. From independent investment professionals to insurance agents, our three subsidiary companies give us the ability to partner with you no matter what your line of business. As an employee or an independent advisor, we’d love to help you grow your business!
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Our Process
Securities
Westminster Financial Securities Inc. is an investment broker-dealer that provides support for nearly 100 financial advisors in approximately 21 branch offices and is registered in all fifty states.
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Agency
Westminster Financial Agencies is a fully-licensed insurance agency offering a vast array of planning vehicles for our clients and advisors.
Advisory
Westminster Financial Advisory is dedicated to building individualized asset allocation strategies to accommodate the needs of each unique client’s situation.
Our Companies
The Westminster Advantage
Technology Offerings
To ensure that our team is set up for success.
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From asset management and reporting to commission and agreement payouts, we have everything to make your business run smoothly and efficiently.
Back-Office Support
Our fully staffed home office is here to support you and your business. Let us take care of the compliance, reporting, and other back end tasks.
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Our weekly strategy calls cover performance, trends and highlights of the current market. This is great for our advisors to use and share for additional insight.
Compliance Check
With increased compliance needs and ever evolving regulations, our compliance department will make sure that you are doing things by the book.
From your client proposals and presentations to assisting in SEC audits, we will take the headache out of your mandatory compliance work.
Marketing Assistance
We want our advisors to be successful in all facets, including how they market their businesses and present themselves to potential new clients.
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Westminster is able to assist in websites, seminar development, collateral pieces and other marketing needs.
