Why Westminster?

As a family-owned financial servicing company, 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 world-class accounting, compliance, and back-office 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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Westminster Financial Securities, Inc.

Westminster Financial Securities Inc. is a member of the Financial Industry Regulatory Authority ( FINRA ) as an investment broker-dealer registered under the Securities Exchange Act of 1934. Founded in 1987, the firm now provides support for nearly 100 financial advisors in approximately 21 branch...
 

Westminster Financial Agencies

Westminster Financial Agencies is a fully-licensed insurance agency offering a vast array of planning vehicles for our advisors and their clients. As an independent agency we are able to contract with dozens of companies allowing us to provide, whatever the service might be, the product best-suited...
 

Westminster Financial Advisory, Corp

Westminster Financial Advisory Corporation is an investment advisor formed in 1987. It is registered with the Securities Exchange Commission under the Investment Advisors Act of 1940. Investment Management Westminster Financial is dedicated to building individualized asset allocation strategies to...

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