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Your Partner in Retirement Planning

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At West Financial Group, we break free from conventional financial institutions by placing YOU, the client, at the heart of our mission. Our team, led by Arthur West, a distinguished financial advisor and philanthropist, prioritizes transparency, education, and your empowerment to make informed financial decisions. With a commitment to demystifying annuities and crafting individualized strategies, we are dedicated to your financial well-being. Cari Carlson, our licensed insurance agent, embodies our dedication to saving your hard-earned money and helping you plan for a secure retirement. Pat Regent, our Director of Client Services, ensures your needs are met with a positive and professional approach. Sarah Noell, our Office Assistant, welcomes you with a contagious smile and strives to exceed your expectations. At West Financial Group, it's not about maximizing agent profits; it's about maximizing value for YOU. Join us in this journey toward a prosperous and worry-free retirement.

The West Financial Group

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