Westco Financial Group

CONNECT

Address:

77 Hempstead Ave
Lynbrook, NY 11563

Phone:

(516) 593-5070

Fax/Other:

(516) 593-8152

Our Team

Westco Financial Group strongly believes in a team approach when providing financial assistance, education, and ongoing support to our clients.  Rather than the "old school" mentality of one advisor for each client, we believe in providing the client with a team approach, where each member has a speciality.  We feel this provides the client with the best service possible.

                                                                      Executive Team

James G. Westmacott, CFP - President & CEO.  Jim specializes in Managed Money and Comprehensive Financial Planning as well as guiding the direction of the Firm.  Jim is a Registered Principal of Westco Investment Corp. (Series 24,7&63) and Life, Health and Variable Annuity licensed.

Barbara Fulcher, CFP -  Sr. Vice President.  Barbara is the Lead Advisor specializing in all areas of Financial Planning and also President of Westco Agency Inc.  She is a Registered Principal and Registered Financial and Operations Principal of Westco Investment Corp. (Series 24,27,7&63) and Life, Health and Variable Annuity licensed.

Lori Barrett - Chief Operations Officer.  Lori is responsible for the day to day operation and administration of the firm. She supervises and deals with all aspects of client service and human resources, along with supervising all support staff.

Kate Westmacott Domack - Manager.  Kate is responsible for the Connecticut office.  She has Life and Health licenses as well as her Series 65.  Kate is also responsible for networking and business development.  She assists in security research for managed accounts.

                                                               Westco Staff

Casey Cronin -
Client Service Representative. Casey is responsible for the preparation of client applications, transfer forms, distribution forms, and any other paperwork necessary. She handles all client phone calls, processes any requests needed and overall provides our clients with a superior level of service.

Kenneth Hehir, III - Tax Preparer. Kenny works with Westco during tax season to prepare individual tax returns and assist other preparers with input.

                                                                  Professional Staff

Eileen DeGraaff - Registered Representative of Westco Investment Corp (Series 7&63).    Eileen is a Financial Advisor and handles Income Tax Preparation.

George Donley, CPA -  George provides tax,  accounting and manangement consulting expertise to Westco Financial Services, Inc. 

Kenneth Hehir, Jr. - Registered Representative of Westco Investment Corp. (Series 7&63)  Ken handles securities brokerage & Property & Casualty insurance and income tax preperation. He is Life, Health and Variable Annuity licensed.

Mary B Westmacott Licensed Property & Casualty Agent.  Mary is responsible for Homeowners, Auto and Business insurance.

 

 

 

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Check the background of this financial professional on FINRA's BrokerCheck