In 1988, Don Westerhoff founded Financial Services of Bradenton, and in 1995, he was joined by his son-in-law Darin Pierce. Darin's wife, Shari, was already working for the firm as the office administrator. The firm was founded in order to provide professional financial planning advice to the many friends who were already coming to Don for his recommendations.
Financial Services works with families, individuals, professionals, and small businesses by providing guidance in preserving and growing retirement funds as well as providing a systematic retirement income to seniors. We will help develop an investment plan to meet the suitability and needs of our clients.
Financial Services works with families, individuals, professionals, and small businesses by providing guidance in preserving and growing retirement funds as well as providing a systematic retirement income to seniors. We will help develop an investment plan to meet the suitability and needs of our clients.
Services
Don Westerhoff has been involved in the financial services industry for more than 40 years. Don is a graduate of Bethel University in St. Paul, Minnesota, with a major in communications and minor in business. He started in the life insurance business and gravitated into the investment side of financial planning as that industry continued to grow and diversify.
After selling a large brokerage business in Milwaukee, Wisconsin, in 1982, Don Westerhoff moved to the "sunshine" state to relax a bit and get away from the pressures of a large office staff and a large book of business. Friends and referrals from friends continued to come to Don for financial guidance and so.
We have a very simple philosophy in doing business that has worked for thousands of years: "Do unto others as you would have them do unto you." If we treat others as we feel we deserve to be treated, our clients will respect us when the market goes up and when the market goes down. We help our clients invest, based on their goals and objectives, not ours.
Whatever the circumstances of our clients, we have the expertise available in our office or from outside resources to help our clients plan for their future. We offer several options for second-to-die life insurance policies for effective estate protection. We work very closely with our clients to make certain we are providing the best products to meet all of their financial needs.
Most clients will use the Investor360°(R) button to access detailed account information and their monthly consolidated statements online. Watch this short video to learn how Investor360° delivers easy online access to your complete financial life. If you would like to access your account online but do not have login credentials, please contact our office for assistance.
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