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. We appreciate the fact that everyone’s goals and objectives are different but protecting assets is primary in every person’s expectations.
Professional investing as well as clarity in communication is essential to good client relations. We are committed to keeping our clients well informed as we deal with various investment markets and products available to us. We broker our business through Commonwealth Financial Network®, one of the largest and highest-rated independent broker/dealers in the country.* We are proud of our more-than-22-year relationship with Commonwealth. We do not charge for an initial consultation and would welcome the opportunity to answer any questions.
*Rated Highest in Advisor Satisfaction. Wealth Management 2016 Independent Broker/Dealer Report Card. Survey asked advisors from independent B/Ds to rate their overall experience from 1 (low) to 10 (high)