Testimonials

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    I had a great experience with Westgroup. The advisors took out their time and explained everything thoroughly. I learnt a lot about my investments that I didn’t know all these years and now I have a retirement plan made. They are very professional and offer detailed financial planning.

    Sumeet Badhan
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    Karm and Baljeet provided a very personable and detailed client experience for me. They devoted a lot of time and effort to review my big picture first as well as a detailed approach, plan, and strategy for each aligned product. I love how they focus on my primary needs first, addressing my #1 priorities, while approaching upcoming needs with a detailed future plan and personalized approach. They also provide a very open dialogue and client experience by always getting back to you with any questions by phone!

    David Lau
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    professional environment..and beautiful office!!! I recently had my financial plan completed with this company, couldn't have felt better with the advice and recommendations that were provided. They took the time to listen carefully, assess my needs and helped me understand the importance of protecting my future. I've never had the opportunity to get all my financial needs taken care of at one place and accounting services. They were very thorough in asking questions and knew exactly what to do for me. I've never had such a good experience in the past, very impressed with the knowledge and service I received. Highly recommend this Company.

    Aman P
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    Karm and Bal and their associates conduct a thorough analysis of your financial situation and take your needs to the marketplace to find the best of class solutions and products to implement your plans to accomplish your goals. I highly recommend their services as they are always acting in the best interest of their clients

    A C