About WestStar Prosperity Partners
Reviews for WestStar Prosperity Partners
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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.
We have had only great experiences with WestStar Prosperity Partners - they make it easy to talk about money! From managing inherited accounts to planning for our own retirement and everything in between, we feel heard and understood.
I met with Richard Thomas to help me navigate some investment decisions I needed to make. He explained things in an easy to follow and understandable way. I feel more comfortable making decisions as he continues to advise and answer my never ending questions.
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.