Westminster Financial Sec

Westminster 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.