What is Westshore Financial Group, Inc.'s NAICS code?

Westshore Financial Group, Inc.'s NAICS code is 52 (Finance and Insurance).

Insights

Strategic funding Strong revenue and a sizable financing event with a $117M construction loan for AQUA at Westshore Yacht Club signals ongoing capital deployment opportunities and potential need for debt management, project financing optimization, and risk assessment services for sophisticated investors and developers.

Boutique scale Boutique firm with local Tampa presence but backed by a large national mutual insurer (Guardian Life) suggests a selling point for personalized planning paired with robust product capacity, creating cross-sell opportunities for high-net-worth clients seeking both customization and scale.

Integrated offerings Comprehensive suite of insurance, investment, and financial planning services positions the firm as a one-stop shop for clients. Potential sales angle includes upselling advanced estate planning, retirement planning, and risk management solutions to existing client base.

Technology leverage Existing tech stack (AWS, analytics/tools, and digital platforms) indicates readiness for digital client onboarding, data-driven financial planning, and scalable advisor workflows. Opportunity to promote enhanced advisory experiences and digital client engagement services.

Growth readiness Financials show mid-market revenue with growth trajectory implied by large financing and expansion projects. Ideal for cross-sell of guardian-backed products, advisor recruitment, and scalable service models aimed at similar mid-market firms seeking partnership or conversion opportunities.

Similar companies to Westshore Financial Group, Inc.

Westshore Financial Group, Inc. Tech Stack

Westshore Financial Group, Inc. uses 8 technology products and services including Amazon Web Services, Network Solutions, Google Fonts API, and more. Explore Westshore Financial Group, Inc.'s tech stack below.

Amazon Web Services
Cloud Hosting
Network Solutions
Domain Name Services
Google Fonts API
Font Scripts
Modernizr
Javascript Libraries
Microsoft
Miscellaneous
Site24x7
Real User Monitoring
Google Tag Manager
Tag Management
Apple Safari
Web Tools And Plugins

Media & News

Westshore Financial Group receives financing of $117M in construction loan.
The Westshore Group has obtained a $117 million construction loan for Phase I of AQUA at Westshore Yacht Club.
Oct 16, 2024 | www.connectcre.com

Westshore Financial Group, Inc.'s Email Address Formats

Westshore Financial Group, Inc. uses at least 3 format(s):

Westshore Financial Group, Inc. Email Formats	Example	Percentage
First_Last@glic.com	John_Doe@glic.com	87%
FLast@glic.com	JDoe@glic.com	9%
First.Last@glic.com	John.Doe@glic.com	2%
FirstLast@glic.com	JohnDoe@glic.com	2%
First.Last@westshorefinancial.com	John.Doe@westshorefinancial.com	56%
FLast@westshorefinancial.com	JDoe@westshorefinancial.com	41%
FMiddleLast@westshorefinancial.com	JMichaelDoe@westshorefinancial.com	3%
First@westshorefinancialgroup.com	John@westshorefinancialgroup.com	100%

Frequently Asked Questions

What is Westshore Financial Group, Inc.'s phone number?

You can contact Westshore Financial Group, Inc.'s main corporate office by phone at

+1-813-289-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Westshore Financial Group, Inc.'s official website and social media links?

Westshore Financial Group, Inc.'s official website is westshorefinancialgroup.com and has social profiles on LinkedIn.

How much revenue does Westshore Financial Group, Inc. generate?

As of July 2026, Westshore Financial Group, Inc.'s annual revenue is estimated to be $100M - $250M.

What is Westshore Financial Group, Inc.'s SIC code NAICS code?

Westshore Financial Group, Inc.'s SIC code is 8299 - Schools and Educational Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Westshore Financial Group, Inc. have currently?

As of July 2026, Westshore Financial Group, Inc. has approximately 102 employees across 2 continents, including North AmericaEurope. Key team members include President: H. J.General Agent, Managing Partner: T. H.Owner: J. T.. Explore Westshore Financial Group, Inc.'s employee directory with LeadIQ.

What industry does Westshore Financial Group, Inc. belong to?

Westshore Financial Group, Inc. operates in the Financial Services industry.

What technology does Westshore Financial Group, Inc. use?

Westshore Financial Group, Inc.'s tech stack includes Amazon Web ServicesNetwork SolutionsGoogle Fonts APIModernizrMicrosoftSite24x7Google Tag ManagerApple Safari.

What is Westshore Financial Group, Inc.'s email format?

Westshore Financial Group, Inc.'s email format typically follows the pattern of First_Last@glic.com. Find more Westshore Financial Group, Inc. email formats with LeadIQ.

Westshore Financial Group, Inc.

Financial ServicesFlorida, United States51-200 Employees

Westshore Financial Group, Inc. is a financial planning firm based in Tampa, Florida, offering a comprehensive range of insurance, investment, and financial services. It positions itself as a boutique firm with the backing of Guardian Life Insurance Company of America, a long-established mutual insurer, enabling a combination of personalized planning with access to larger, resourceful support. The firm operates as an agency of Guardian Life and coordinates with Park Avenue Securities LLC for securities products and advisory services, while clarifying that it is not an affiliate of those entities. The arrangement supports clients who seek individualized financial guidance within a broader national framework, while avoiding tax, legal, or accounting advice from Guardian or its subsidiaries.