West Advisory Group, Inc

Jun 2026

My wife and I went to a free workshop conducted by The West Advisory Group. We learned so much, that we decided to go with them as our financial advisors. They specialize in working with people who are getting close to retirement. Their philosophy, and strategic way of thinking about our future, has helped us to feel confident in our financial planning. I highly recommend them.

Sep 2023

Alan Pershing is very patient, informative and someone I have complete confidence in to handle my retirement planning. I highly recommend West Advisory Group. I wouldn't go anywhere else!

Feb 2023

West Advisory Group has done a FANTASTIC job managing our retirement funds. They explain things in easy to understand terms and always have our best interest in mind. Compared to other people I've spoken with recently, they have have gotten me a better return than my previous money management firm.