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West Coast Financial Group

  • Investment Service
  • Lutz, FL
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About this business

FinanceFinancial ServicesInvestingInvestment Service

West Coast Financial Group was founded in 1982 by two brothers Bret and Rick Smith. We are an independent, family owned and operate financial services firm. We have built a culture around the core values of trust, integrity, competency, and service. Our founders were raised with the old-time values in a time gone by when doors weren’t locked, neighbors cared for each other, and integrity was the norm, not the exception. Specialties: Financial Planning, Life Insurance, Annuities, Fee-Based Accounts 

Location details

16241 N Florida Ave, Lutz, FL, 33549, United States

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Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 5:00 p.m.
5.05 reviews
Doc's profile image
a year ago

Rick and Steve are solid characters and exceptional in their trade. I wish I would have met them when I 17 years old new in the military. My investments are now on a much better path. US Navy Retired. 

Edwina Baker's profile image
Edwina Baker 
7 years ago

People who truly care about you! They are my saviors. Many thanks to Rick and Steve. You guys are awesome. 

Nancy Marsh's profile image
Nancy Marsh 
4 years ago
Dave Anson's profile image
Dave Anson 
4 years ago
Sarah Szenay's profile image
Sarah Szenay 
2 years ago
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Frequently asked questions about West Coast Financial Group

How is West Coast Financial Group rated?

West Coast Financial Group has a 5 star rating with 5 reviews. 

When is West Coast Financial Group open?

West Coast Financial Group is open now. It will close at 5:00 p.m.