Meet Your Financial Planning Solutions Team

Building Community. One Financial Plan at a time.

Our experienced and knowledgeable Financial Planners will learn about your goals and create a Financial Plan to help you reach them. We focus on personalized planning, practical solutions, and professional advice. It’s easy to book an appointment with a Financial Planner:

  • Send us an email here
  • Click the orange Chat with Us box in the bottom right of your screen
  • Call 1-877-WESTOBA
  • Visit us at one of our many branches

Already have an appointment with a Financial Planner? Take a look at this checklist to make sure you bring everything you need!

Get to know your Financial Planning Solutions Team and learn how we can help you . . .

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WE'RE MOBILE

Life is busy and we believe in accommodating your schedule. We will meet with you when and wherever you like. It's a simple approach to financial planning.

WHY A FINANCIAL PLAN?

Learn why you should have a financial plan and how we can help.