CUSTOMER RELATIONSHIP SUMMARY
At WestPoint Financial Group
We strive to bring financial wisdom and clarity in a world of infinite information.
Join Our Team Find My Financial ProfessionalOUR STORY
WestPoint started out in 1948 with 14 hard working people.
Our associates are highly competent professionals, respected for their technical expertise, product knowledge and commitment to professional growth.
More About UsWestPoint is a differentiator because we make a very serious commitment to communities that are underrepresented in the financial services space.
Andrew Ward, Chief of National Development
At WestPoint, we believe our culture of genuinely caring about people is our special sauce.
Josh Plank, Partner
I love our family business. And because WestPoint shares that same perspective, it’s been a great fit!
Larry Ricke, financial services professional upon celebrating his 50-year anniversary
What we do is so impactful. We help people make decisions about their financial future that affect their family, their friends, their legacy, and generations to come.
Larry Friedman, Partner
WestPoint is a differentiator because we make a very serious commitment to communities that are underrepresented in the financial services space.
Andrew Ward, Chief of National Development
At WestPoint, we believe our culture of genuinely caring about people is our special sauce.
Josh Plank, Partner
OUR PEOPLE
- Good people
- Defined by excellence
- Working together
- To be next level
Our associates are highly competent professionals who are respected for their technical expertise, product knowledge and commitment to professional growth.
OUR IMPACT
WestPoint currently serves more than 240,000* clients
through our network of financial professionals across the Midwest. We are dedicated to educating our clients to help them fulfill their financial goals.
* An insured, owner, or payer of a MassMutual policy or contract.
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OUR PROMISE
Relevant experience. Personalized Attention. Outstanding Resources.
Our stringent code of ethics places the client’s needs above all others and demands uncompromising integrity in every aspect of our business conduct.
Find My Financial ProfessionalUPCOMING EVENTS
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