Run a free full auditWestminster Financial Sec is a wealth management firm in Beavercreek, Ohio. The firm provides a variety of financial services to individuals, families, and businesses, specializing in financial planning, retirement strategies, asset management, tax consulting, estate planning, and insurance and risk management.
As a privately owned, multi-generational firm, Westminster Financial has been providing guidance and support for over 50 years. The company operates with three wholly-owned subsidiaries, functioning as a comprehensive center for financial servicing needs, including investment management, broker-dealer services, and insurance products. The firm's history traces back to 1967, and it maintains a team of approximately 60 advisors dedicated to helping clients achieve their financial goals through personalized investment plans.
The office is located on Chestnut St A-200. The business is situated near Greene Town Center and is a short drive from Indian Riffle Elementary School and Kettering Middle School.
Westminster Financial Sec is known for its long-standing history and its commitment to excellence in the industry. With over five decades of experience, the firm stands as a dedicated partner for those seeking professional investment and management solutions.
Westminster Financial Sec provides expert wealth management and financial planning services to the Beavercreek community.
BizScoreAI scanned the website westminsterfinancial.com on June 24, 2026. Westminster Financial Sec has a BizScore of 60 out of 100.
AI visibility scan by category: AI Discovery 25 of 25 points, Structured Data 0 of 25 points, Content Readiness 16 of 30 points, AI Trust Signals 11 of 20 points.
Website audit sub-scores (out of 100): On-Page 48, Technical 93, Performance 84, Content 48.
Strengths: 6 checks passed. llms.txt, AI Crawler Access, AI Content Blocking, Q&A Content, About/Team Page, XML Sitemap.
Areas to improve: 7 checks. FAQPage Schema (failed), Content Too Thin (failed), Meta Description (failed), Organization Schema (warning), Speakable Schema (warning), AI-Parseable Headings (warning), Author Signals (warning).
Browse: Businesses in Beavercreek, OH · Wealth Management in Ohio · Businesses in Ohio
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