WG Financial Services

Western Growers Financial Services, a division of Western Growers, was founded with the purpose of assisting our clients in every aspect of their financial lives. We work closely with our clients to help them achieve their goals. We believe in establishing solid long-term relationships with our clients and creating an investment plan that is based on their individual goals and needs. Building your financial future is our business. Whether it means helping you plan for a comfortable retirement, reviewing the insurance needs for yourself or your business, building a personalized portfolio, or helping to create your estate plan, we are committed to assisting you build and preserve assets for generations to come.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

Our Principle

Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 888-737-8483.

Retirement Security Plan

Help your workers reach their retirement goals. Begin today.

RSP.jpgRetirement is changing. Due to rising healthcare costs and longer life expectancies, today’s employees are planning on working ten years longer than the current retirees. In addition, many workers would prefer a more active lifestyle during their retirement than that of previous generations. How will today’s worker plan for a retirement that involves longer horizons, more accessibility to beloved hobbies, and remain financially secure?

Read More...
Disclosure
Western Growers Financial Services Clearing through Pershing LLC. Pershing LLC is a subsidiary of The Bank of New York Mellon Corporation. Pershing LLC, member FINRA, SIPC. Trademarks belong to their respective owners. For professional use only.
Statement of Financial Condition