Westminster Financial Securities

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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(561) 588-1114Call Visit WebsiteVisit Website Map & DirectionsDirections1601 Belvedere Rd Ste 202EWest Palm Beach, FL 33406 Write a ReviewWrite Review

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Extra Phones: TollFree: (800) 235-7526
Location: Servico Ctr S
AKA: Westiminster Financial Securities Inc
Other Link: https://www.westminsterfinancial.com
Categories: Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Phone: (561) 588-1114

Address: 1601 Belvedere Rd Ste 202E, West Palm Beach, FL 33406

Website: https://www.westminsterfinancial.com

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Westminster Financial Securities

Investment Management
As a firm with three wholly-owned subsidiaries, Westminster is a one-stop shop for all of your financial servicing needs. From investment management to broker-dealer services to insurance products, we can provide you with a complete, individualized investment plan. Let us help you plan your future!
Mutual Funds
Mutual funds that are sold with front-end sales loads often offer investors the opportunity to pay reduced sales charge is reduced are set by the mutual fund company and are generally termed â€œbreakpointsâ€ . As set by the mutual fund, the breakpoint levels can be reached through aggregation investments in specified related accounts. In order for a customer purchasing a mutual fund to incur the most beneficial (the lowest) front-end sales charge percentage, complete information relating to the customer and certain related accounts is necessary. The required information relates to the customerâ€™s account and related and linked accounts and includes the dollar size of the pending transaction, the dollar size of anticipated transactions, and amounts previously invested in the specific fund and other related funds, valued as specified in the prospectus. Each mutual fund and family of funds can, in accordance with applicable law and disclosure requirements, set the terms concerning breakpoints. The terms for breakpoints thus vary from fund to fund. It is important that you inform your representative of any information pertaining to related or linked accounts you may maintain, your intentions regarding the dollar size of anticipated transactions and any previous investments in a specific or related fund.
Bonds

Retirement Planning
In 1990, Westminster Financial Agencies was incorporated. This fully-licensed insurance agency was created to provide life, health, disability, and long-term care insurance products, as well as annuities and pension plans to advisors and their clients.
Annuities
Fixed investment and Retirement Products that enjoy tax-deferred growth, a fixed interest rate, protection of principle, and can provide guaranteed* income.
Long Term Care
Asset Management
Westminster Financial is dedicated to building individualized asset allocation strategies to accommodate the needs of each unique clientâ€™s situation. Through our top-down approach, coupled with fundamental and technical analysis, we can utilize tactics in equities, fixed income, and derivative markets that fulfill client-specific needs.

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