BBB Accredited Business Profile

Westmark Wealth Management, LLC

Westmark Wealth Management, LLC

(602) 714-1950

Westmark Wealth Management, LLC

5 years in business
5050 N 40th St Ste 140
Phoenix, AZ 85018-2133
Additional Email Addresses
  • Jeremyi@Westmarkwealth.com
  • info@westmarkwealth.com
  • alex@westmarkwealth.com
  • david@westmarkwealth.com
  • anthony@westmarkwealth.com
BBB File Opened: 09/08/2017
Business Started: 06/07/2013
Business Incorporated: 06/07/2013 in AZ
Type of Entity
Limited Liability Company (LLC)
Business Management
  • Mr. David P. Feiler, Member
  • Mr. Alexander M. Keinle, Member
  • Mr. Anthony Parra
Contact Information
  • Principal: Mr. Jeremyi Sanchez, Member
Business Category
  • Financial Services
  • Financial Planning Consultants
  • Life Insurance
  • Disability Insurance
  • Retirement Planning Services
  • Investment Management
  • Estate Planning and Management
  • Employee Benefit Plan

Products & Services
We are independent so we can recommend and sell the majority of most publicly traded investments and insurances.
Service Area
We are primarily located and service Arizona, but have clients are throughout the country.
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB accredited business

A+

Overview

This business provides financial, wealth management, retirement and estate planning services to individuals.  In addition, we offer business planning solutions around the area of employee benefits (i.e. 401k, insurance benefits, retention benefits, buy sell agreements, succession planning)


BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Westmark Wealth Management, LLC

Westmark Wealth Management, LLC

BBB ACCREDITATION SINCE 09/08/2017

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