Westshore Financial Group, Inc.

General Information
Company Name
Westshore Financial Group, Inc.
Founded Year
-
Location (Offices)
Tampa, United States +4
Founders / Decision Makers
Number of Employees
91
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

Westshore Financial Group, Inc. - Company Profile

Westshore Financial Group, Inc.

Westshore Financial Group, based in Tampa, Florida, is a financial planning firm offering a comprehensive suite of insurance, investment, and financial services. Proudly operating as a boutique firm, it is backed by Guardian Life Insurance Company, a 150-year-old national mutual insurance company. The unique structure of Westshore Financial Group allows it to offer personalized planning while leveraging the resources of a large, established institution.

As an Agency of The Guardian Life Insurance Company of America® (Guardian), Westshore Financial Group provides securities products and advisory services through Park Avenue Securities LLC (PAS). It is not an affiliate or subsidiary of PAS or Guardian. The company, along with its subsidiaries, agents, and employees, does not provide tax, legal, or accounting advice. They also do not endorse third-party sites, organizations, products, or services. The material is intended for general use, and does not constitute investment advice or a recommendation for a specific individual or situation.

Overall, Westshore Financial Group presents a unique value proposition as a combination of a local boutique firm and the resources of a nationally established institution. Its partnership with Guardian and PAS positions it to deliver individualized financial planning services while retaining the backing of a reputable and experienced entity.

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