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Does Your Finances Deserve a 2nd Opinion

financial advice

It’s as important to find out if your finances are on the right track, as it is to get a check up on your health

Schedule a complimentary Financial & Risk Assessment on your finances

Is there Value in Paying for Financial Advice?

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Before answering this very important question, you must first understand what exactly Financial Advice is.

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Paul F Barreca, CFP

Managing Director, West End Wealth Planning

We provide a customized financial plan that evolves as your circumstances changes!

All pieces of your financial life are related. You can’t decide one without it impacting another.

Myself and my team are dedicated to providing the right guidance and expertise in all areas of you and your family’s finances. This includes investments, retirement, personal and business taxes, insurance needs and more.

We are dedicated and absolutely committed to providing the highest level of beneficial client services.

West End Wealth Planning Services

Investment Solutions

Advice tailored to your explicit goals, risk tolerance and timelines

Tax Planning

Strategic plan to minimize tax over your life-time

Retiring Planning

Reduce retirement anxiety with well laid out plan that fits your situation

Estate Planning

That reflects your vision for the next generation

Estate Planning

Your vision for the next generation

Insurance Planning

For yourself, family or business

Business Owner

Financial, Retirement & Insurance Solutions

What Our Client Say about Us

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