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West Financial Services, Inc. Employee Directory

Financial ServicesVirginia, United States11-50 Employees

West Financial Services, Inc. is a fee-only financial services firm founded in 1982 that serves clients as a fiduciary. It emphasizes a conservative, ethical approach to growing and protecting wealth, combining disciplined planning with personalized service.

Its clients are accomplished professionals who have built wealth through business ownership and long careers and seek help coordinating retirement, inheritance, divorce, and other financial matters. The firm positions itself as a consultative partner that bridges work life, personal investments, and future cash flow and estate needs, often collaborating with clients' other professionals or making introductions when needed. In 2020, West Financial Services merged with Longview Financial Advisors, Inc., and the company is based in Tysons, Virginia, operating with a relatively small advisory team.

Find West Financial Services, Inc. employees' phone numbers or email addresses

West Financial Services, Inc. Global Highlights

Location
Employees

North America
71

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  • United States Of America
    71

West Financial Services, Inc.'s Leadership

  • Managing Director (west Financial Services), Senior Vice President (atlantic Union Bank) at West Financial Services, Inc.
    L. K.
    Managing Director (west Financial Services), Senior Vice President (atlantic Union Bank)
    Mobile Phone
  • Partner at West Financial Services, Inc.
    C. H.
    Partner
    Mobile Phone
  • Owner at West Financial Services, Inc.
    C. B.
    Owner
    Mobile Phone
  • Owner at West Financial Services, Inc.
    C. S.
    Owner
    Mobile Phone
  • Managing Director at West Financial Services, Inc.
    L. K.
    Managing Director
    Mobile Phone
  • Owner at West Financial Services, Inc.
    M. H.
    Owner
    Mobile Phone
  • Managing Member at West Financial Services, Inc.
    N. G.
    Managing Member
    Mobile Phone
  • Managing Member at West Financial Services, Inc.
    N. R. T.
    Managing Member
    Mobile Phone

West Financial Services, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Finance
  • Program & Project Management
  • Other
  • Information Technology
  • Community & Social Services

Contact profiles from West Financial Services, Inc.

Name
Title
Contact
Location
Last Update
  • Senior Financial Planner at West Financial Services, Inc.
    R. G. C.
    Senior Financial Planner
    Mobile Phone
    Oct 22, 2024
  • Client Services Associate at West Financial Services, Inc.
    D. K.
    Client Services Associate
    Mobile Phone
    Jun 07, 2025
  • Equity Analyst at West Financial Services, Inc.
    L. W.
    Equity Analyst
    Mobile Phone
    Jun 24, 2026
  • Compliance Associate at West Financial Services, Inc.
    L. S.
    Compliance Associate
    Mobile Phone
    Sep 18, 2026
  • Financial Planner at West Financial Services, Inc.
    A. R.
    Financial Planner
    Mobile Phone
    Oct 17, 2024
  • Member at West Financial Services, Inc.
    C. E.
    Member
    Mobile Phone
    Oct 22, 2024
  • Portfolio Administrator at West Financial Services, Inc.
    M. P.
    Portfolio Administrator
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is West Financial Services, Inc. known for?

Minus sign iconPlus sign iconWest Financial Services, Inc. was founded in 1982 and operates in the Financial Services industry. You can contact West Financial Services, Inc.'s main corporate office by phone at
+1-703-847-****
. Explore West Financial Services, Inc.'s company overview page for more information.

What is West Financial Services, Inc.'s most common email format?

Minus sign iconPlus sign iconWest Financial Services, Inc. employees' email format typically follows the pattern of FLast@westfinancial.com. Trying to find reliable and up-to-date employee contact data? Find more West Financial Services, Inc. email formats with LeadIQ.

How many employees does West Financial Services, Inc. have currently?

Minus sign iconPlus sign iconWest Financial Services, Inc. has approximately 40 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are West Financial Services, Inc.'s key employees and leadership?

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As of September 2026, West Financial Services, Inc.'s key employees include:

  • Managing Director (west Financial Services), Senior Vice President (atlantic Union Bank): L. K.
  • Partner: C. H.
  • Owner: C. B.
  • Owner: C. S.
  • Managing Director: L. K.

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