Skip to main content

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Find local businesses
Share
Business Profile

Financial Services

Westmark Wealth Management
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(602) 714-1950Email BusinessWrite a Review

About

Overview

Westmark Wealth Management

5050 N 40th St Ste 140

Phoenix, AZ 85018-2133

View Service Area

BBB Accreditation & Rating

Westmark Wealth Management is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

Join Trusted Businesses

Become BBB Accredited

About This Business

This business offers financial, wealth management, retirement and estate planning services to individuals. 


BBB Accredited Since: 9/8/2017

Years in Business: 12

Products and Services

We are independent so we can recommend and sell the majority of most publicly traded investments and insurances., Estate Conservation, Financial Planning, Insurance Guidance, Investment Services, Retirement Planning, Tax Planning, Wealth Management

Business Details

Local BBB:
BBB, Pacific SW
BBB File Opened:
9/8/2017
Business Started:
6/7/2013
Business Incorporated:
6/7/2013
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Westmark Wealth Management LLC
Business Management:
Mr. Jeremyi Sanchez, Owner
Mr. David P Feiler, Owner
Mr. Alexander M. Keinle, Member
Mr. Anthony Parra, Manager

Additional Contact Information

Principal Contacts
Mr. Jeremyi Sanchez, Owner
Mr. David P Feiler, Owner
Mr. Alexander M. Keinle, Member
Customer Contacts
Mr. Jeremyi Sanchez, Owner
Additional Phone Numbers
Other Phone: (602) 887-5179
Additional Email Addresses
Primary: Email this Business
Sales: Email this Business
Additional Websites
ethicalcommunity.org/west...

Licensing information

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.

Additional Information

Other Resources
Arizona Department of Insurance and Financial Institutions (DIFI)
2910 N. 44th Street, Ste. 210
Phoenix AZ 85018
Phone Number: (602) 364-2499
Fax Number: (602) 364-2505
http://www.azinsurance.gov
[email protected]
Business Categories
Financial Services, Financial Planning Consultants, Life Insurance, Retirement Planning Services, Investment Management, Estate Planning and Management, Disability Insurance, Employee Benefit Plans, Wealth Management

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.