What Others Say
We’re here from Wisconsin and have been West clients for two to three years. Skip was recommended by members of our church. We had been with one of the larger financial firms but our tax advisor pointed out the hidden costs. We finally realized they cost too much and the fees were too high. Now with our annuities through West Financial we’re safe from stock market fluctuations. We have found Skip to be a friend as well as a business partner. He’s down-to-earth and generous. He sends us jokes by email!
Skip listens to your ideas and questions. You don’t have to decide right away. We found him to be sincere and knowledgeable in how he watches over each account. He will comment on your ideas and guides you. We went to some of the other advisors here but found there was no real personal attention.
I went to one of the West seminars, then made an appointment to see what West Financial offers. Skip gave me confidence that my money would be in a safe place and that we would make something on it. He seems more honest than other advisors I met with; with Skip I get straight talk. I’ve recommended him to other people.
Skip West is personable, stays in touch and always follows up with me. Skip knows his clients, and we’ve never felt like a first-time customer. Skip makes me feel special, takes care of my business and gives me excellent advice.
We met Skip in April of 2016 having been referred by friends here. We moved to the Villages from Illinois full-time and felt we needed a financial advisor closer to home. At a time when we were beginning to draw from our accounts we needed a guaranteed income-for-life strategy. We really like Skip’s honesty and work ethics. He gave us the advice we needed to make important decisions.
We’ve been clients of Skip’s for about eight years. Like many people we feel we worked hard for our money and we want to keep it. Skip asked questions about our goals and gave us a basic summary of the market situation. What he knows and keeps up with lets me sleep at night. He’s a good communicator and even checked on us when I was in the hospital. We’ve brought others to his seminars.
When we moved here we were referred by my older sister; now others in our family are West clients. He makes you feel really important at every visit. He also invites us to events to socialize with other clients and we’ve made friends that way. You definitely don’t feel like “a number” with Skip. He’s very personable and makes you feel at ease.
We’ve only been with West Financial for a couple months, a friend mentioned them to us. Skip was impressive, with an infectious personality and he has clear knowledge about taking care of money and investments. He really personalizes everything.