Our mission at WestPoint Financial Group is simple. We are dedicated to educating our clients to help them fulfill their financial goals. We offer relevant experience, personalized attention, and outstanding resources. Our financial and insurance associates listen intently, recommend thoughtfully, and care genuinely- about you, your family and your business. Our associates are highly competent professionals, respected for their precise expertise, product knowledge and commitment to professional growth. Our stringent code of ethics places the client’s needs above all others and demands uncompromising integrity in every aspect of our business conduct. WestPoint currently serves more than 200,000 clients through our network of financial professionals across the Midwest. The firm consists of over 500 associates and staff located throughout Indiana, Illinois, Ohio, Wisconsin, West Virginia, and Kentucky. Our core office locations are in the following areas: Chicago, IL Downers Grove, IL Peoria, IL Cincinnati, OH Columbus, OH Fort Wayne, IN Indianapolis, IN Merrillville, IN Lexington, KY Louisville, KY Madison, WI Milwaukee, WI Visit us at http://www.westpointfinancialgroup.com/
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Today we recognize Jeff Schankerman,CASL® LUTCF for 15 years of excellence! Jeff’s professionalism and dedication to providing exceptional service makes him essential to our firm. His ultimate goal is to become a reliable, lifelong resource for every client. We thank you for your hard work and are proud of your lasting impact on our firm. Congratulations from everyone at WPFG! 👏
Today we recognize Tom Bongiorno for 14 years of excellence! Tom is dedicated to empowering his clients in achieving their financial independence. His personal mission is to serve as a lifelong resource for each of his clients, building trust and lasting relationships. We appreciate your hard work and are grateful to have you on our team. Congratulations from everyone at WPFG! 👏
At WestPoint, our core values are the heart of who we are. Together, we are building a legion of good people who strives for excellence each day. We are highly trained, dynamic financial professionals who work together to be next level in all that we do. Our culture of genuinely caring about people is our special sauce. If this sounds like you turn your passion into action at: https://lnkd.in/g5NSZiR
At WestPoint, our Financial Planning Department provides advisors with essential resources and customized plans to achieve optimal client solutions. Our team’s deep understanding of our resources enhances team collaboration, empowering advisors to develop and implement actionable steps within a continuous financial planning model. Learn more about how WestPoint can support your practice: https://lnkd.in/g5NSZiR
Today we recognize Doug Shannon, CFP® for 7 years of excellence! Doug's commitment to professional growth and fostering strong client relationships is essential to his practice. He delivers objective, tailored strategies to help clients achieve their goals. We appreciate your hard work and dedication. Congratulations from everyone at WPFG! 👏