About WestStar Prosperity Partners
Reviews for WestStar Prosperity Partners
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
WestStar Prosperity Partners is a financial planning and investment management firm that guides clients in building secure financial foundations, growing and protecting wealth, and transitioning into a rewarding retirement. The company assists clients in developing and implementing customized financial plans to target their personal and business goals, including investment portfolio optimization, college funding, charitable giving, and estate planning. Clients trust WestStar for its timely and excellent investment planning, smart and easily digestible advice, and consistent availability to address their financial needs. The firm is known for its transparent, non-pressured approach and for having the client's best interests in mind, making it a trusted partner for individuals and families seeking to secure their financial future.
My husband and I have worked with the people at West Star Prosperity for many years. The are ethical, practical, and excellent at advising and managing wealth. They were recommended to us by good friends and we have been glad to tell others about this group of experts.
My wife and I have worked with Kevin Chang at WestStar Partners for more than a decade. With his help, we've been able to get our finances in line for our eventual retirement while achieving current goals. Our life has seen a lot of change over the last 10 years and Kevin has been an invaluable asset and friend to us. We'd recommend him to anyone, including our friends and family.
There are three generations in my family that are working with WestStar Prosperity Partners and our Advisor - Erik Alexander. First and foremost, Erik takes the time to get to know each of us and he genuinely cares about what is going on in our lives. Couple this authentic approach with his knowledge and expert advice, we couldn't be more grateful for the service we have received over the years.