Jeffrey G. West,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey G. West, CFP®

AIF®

Financial Professional

Financial Compass Group, LLC

Gateway Center, Worcester Rd
Wellesley, MA 02481
FINANCIAL ADVISOR'S WEBSITE
(781) 416-2900

General

Jeffrey West is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Compass Group, LLC in Wellesley, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 22, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

AXA Advisors, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth

More

Helpful Financial Planning Resources