West Advisory Group

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1946 W 26th St Ste 1
Erie, PA 16508
+1 (814) 464-0224
https://www.westadvisorygroup.com

West Advisory Group, located in Erie, PA, specializes in strategic retirement planning for clients in Western Pennsylvania. The team at West Advisory Group understands that modern retirement requires a dynamic approach. They aim to create personalized retirement plans tailored to each client's unique needs and concerns, ensuring financial stability throughout the retirement years.

Through their signature process, The PEAK FORMula™, West Advisory Group offers expert guidance to help clients navigate the complexities of retirement planning. With over 30 years of experience in the financial industry, they have honed their approach to address market volatility, legislative changes, and unexpected challenges that may arise during retirement.

West Advisory Group prides itself on being a trusted partner for clients nearing retirement. By focusing on personalized attention, tailored strategies, and ongoing support, they aim to alleviate their clients' worries about the future and empower them to navigate their retirement years with confidence.

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Reviews

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1.01 reviews
Abc A.
4/25/2022

Do not hire this Financial Advisory firm!!!! Only want to sell you insurance/annuities. They hide as much from a client as they can. Walt will push you into plans that he knows you do not like...

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