Westco Financial Group

Financial ServicesNew York, United States11-50 Employees

Westco Financial Group is a financial services firm based in Lynbrook, New York, organized as a composite of four affiliated entities that cover wealth management, tax services, brokerage, and insurance. The group provides comprehensive wealth planning through Westco Advisory Services, which builds customized investment plans aligned with client goals, risk tolerance, and time frames, and also offers holistic financial planning for individuals and businesses, including cash flow analysis, tax planning, and estate considerations. Westco Financial Services focuses on income tax planning and preparation for individuals, small businesses, estates, and trusts, while Westco Investment Corp. operates as a registered broker-dealer with access to securities markets and a range of investment products. Westco Agency, Inc. functions as an insurance brokerage offering life, health, disability, long-term care, and annuity products, along with property and liability coverage for individuals and businesses. The organization serves clients seeking integrated financial guidance across investment management, tax strategy, insurance, and risk management from a regional firm based in New York. {The description reflects the firm's structure and service lines as provided, with no promotional language and a neutral tone.}

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