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Financial Services for Every Step of Life

Everyone has unique financial goals. And those goals typically coincide with a particular stage of life. For example, parents with young children might be saving for college and their retirement, while empty nesters might be more focused on just their retirement. Still others might be dreaming of starting a business or setting up an estate plan.

At Westfield Investment Services, we offer a variety of financial services for folks in every stage of life.

Financial Services Offered

  • Financial Planning
  • Retirement Planning
  • Life Insurance
  • Education Planning
  • Professional Portfolio Management
  • Estate Planning
  • Socially Responsible Investing
  • Employment Transitions
  • Trust Services*
  • Long-Term Care 

Our advisors are adept at all of the above services and will work with you to determine which services make the most sense for your unique situation.

Our process starts and ends with you.

We start by getting to know you and understanding your specific goals. We then assess your current financial situation and design a plan to help you achieve your stated goals. The customized plan our advisors create for you is reviewed and revised as needed and is not put into place without your complete consent. Our ultimate objective is to design a financial plan that works best for you, not for us.

Meet Our Team

* LPL Financial Representatives offer access to Trust Services through the Private Trust Company N.A., an affiliate of LPL Financial.