Pacific West Securities
Pacific West Financial Group has a vision to be the premier independent financial services firm in the nation. Our aim is not to be the biggest broker-dealer, but the best, and in a league of our own.
By understanding the need to earn our representatives’ business each and every day,we will remain focused on what is most important – you.
We partner with experienced investment professionals throughout the nation who are dedicated to the financial services industry and demonstrate the highest care for their clients. We are dedicated to the independent model, and we uphold this commitment. Our company owners are onsite and stay actively involved in the business, creating the right environment to be responsive to opportunities.
Pacific West is a privately owned, progressive and service-oriented firm providing the foundation for our financial representatives’ success by embracing their goals. Our headquarters are in the greater Seattle area with an East Coast location to service our professionals.
At Pacific West, our corporate philosophy is based on ethics and integrity. We foster a professional environment within a wrapper of warmth and personality. Honoring our roots, we maintain a family culture throughout the firm by forming relationships built on trust and communication. We enjoy doing the little things that make a big difference.
Pacific West contributes to our representatives’ success by offering quality products and services delivered in a friendly, respectful and timely manner.
This is what we promise,
This is what we do.
| FIRM PRODUCT MIX |
| Mutual Fund |
20
% |
EIA |
0
% |
| Variable Annuity |
10
% |
Life Insurance |
0
% |
| Advisory / Fee based |
18
% |
IPO |
0
% |
| VUL |
1
% |
Municipal |
0
% |
| Equity |
16
% |
LP / DPP |
25
% |
| Fixed Income |
6
% |
REIT |
4
% |
| Fixed Annuity |
0
% |
|
|
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