Jeffrey G. West,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey G. West, CFP®

AIF®,CPFA®,MBA

Partner

Financial Compass Group, LLC

93 Worcester St, Ste 103
Wellesley Hills, MA 02481-3609
FINANCIAL ADVISOR'S WEBSITE
(781) 416-2900

General

Jeffrey West is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Compass Group, LLC in Wellesley Hills, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 22, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CPFA®

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Equitable Advisors, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth

More

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