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Become a Financial West Customer
Financial West Group not only sells financial instruments such as stocks, options and bonds, but we also provide the following:

Insurance Products: Term, Whole Life, Universal & Survivorship Life, Fixed and Variable Annuities, Variable Universal Life
Estate & Charitable Planning
Mutual Funds
Limited Partnerships
Tax Advantaged Investments and Retirement Accounts
Fee-based Asset Management (rather than commission-based)
Investment Banking and Corporate Finance Services

Please fill out the Customer Contact form below and a registered representative from Financial West Group will contact you. Please tell us what investment(s) or advice you are looking for, so we may refer you to the proper person.

Each Financial West Group office provides the personal attention you deserve along with the security of knowing that your account is held at one of the nation's largest brokerage companies, National Financial Services, LLC (NFS). Your FWG representative is an independent contractor whose goal is to meet your investment objectives.

Assets in accounts carried by NFS are protected by Securities Investor Protection Corporation (SIPC) up to $500,000 (limited to $100,000 for claims for cash). NFS has arranged for additional insurance protection for cash and covered securities to supplement its SIPC coverage. This additional protection covers total account net equity in excess of the $500,000/$100,000 coverage provided by SIPC.

Neither coverage protects against a decline in the market value of securities. Assets held away, commodities, unregistered investment contracts, futures accounts and other investments may not be covered. Mutual funds and/or other securities are not backed or guaranteed by any bank, nor are they insured by the FDIC and involve investment risk including possible loss of principal.
Full Name:
Mailing Address:
City/State/Zip:
E-mail Address:
Phone:
Best time to call: between and
In what do you
currently invest?		 (Check all that are applicable)
Stocks
Bonds
Mutual Funds
Annuities
Life Insurance
Other
 
How would you describe your level of investment experience? (Check only one)
None
Limited
Moderate
Sophisticated
 
Comments:


 


Contact Information
Main Office

4510 E. Thousand Oaks Blvd.
Westlake Village, CA 91362
Phone:  805-497-9222
Fax:      805-495-9935
Member FINRA/SIPC

 


 


© Copyright 2001- 2008 Financial West Group, Inc. All rights reserved Financial West Group (FWG), Member FINRA / SIPC The information offered in this website is for viewer information only. It should not be construed as an offer to buy or sell securities referred
to within or otherwise. Users are encouraged to consult with a professional before making any investment decision