WestPoint Financial Group
WestPoint Financial Group, established in 1948, provides a wide range of financial services to over 240,000 clients across multiple states, with a strong focus on community involvement and diversity.
Company History
WestPoint Financial Group started in 1948 with 14 employees. Over the decades, the company has grown significantly, expanding its services and client base. From its inception, WestPoint Financial Group has committed to providing comprehensive financial services to individuals, families, and businesses. The company's continued growth is evident in its expansion to multiple office locations across several states, including Indiana, Ohio, Kentucky, Illinois, and Wisconsin.
Services
WestPoint Financial Group offers a wide range of financial services tailored to meet the needs of various clients, including individuals, families, and businesses. These services encompass life insurance, annuities, mutual funds, long-term care, and disability income insurance. They also provide specialized financial planning services through programs like SpecialCare for families with special needs. Additionally, they offer financial education and planning services particularly aimed at medical residents, fellows, and physicians.
Clientele and Community
WestPoint Financial Group serves more than 240,000 clients, including specific groups such as educators, firefighters, and physicians. The firm has a strong focus on community involvement and diversity, demonstrated by initiatives like Legacy Wealth, Women of WestPoint, and LGBTQ+ affinity groups. The company hosts events such as the Juneteenth Celebration and WestPoint Pride Reception to foster community engagement and celebrate diversity.
Locations
WestPoint Financial Group operates multiple offices located in Indianapolis, IN; Ft. Wayne, IN; Cincinnati, OH; Louisville, KY; Lexington, KY; Peoria, IL; Madison, WI; Milwaukee, WI; Chicago, IL; Crown Point, IN; Columbus, OH; and Downers Grove, IL. This widespread presence allows them to effectively serve a broad geographical area and provide local support to their extensive client base.
Partnerships and Training
WestPoint Financial Group partners with MassMutual to provide a comprehensive range of financial products and services. The company also places a strong emphasis on training and development for financial professionals, offering programs such as the Sandler Selling System and American College Programs. Their focus on professional growth ensures that their team remains equipped with the latest knowledge and skills to best serve their clients.
Recognition and Ethics
WestPoint Financial Group has been recognized as one of the 'Best Places to Work' in multiple states including Indiana, Illinois, Ohio, and Kentucky. The company operates under a stringent code of ethics that prioritizes the client's needs above all else, ensuring a trustworthy and client-focused approach to financial planning. Their commitment to diversity and inclusion is an integral part of their corporate culture and business practice.