Services Offered
Retirement Planning
Tailored strategies to help you plan and save for a secure retirement.
Investment Strategies
Personalized investment advice to grow your wealth and meet financial goals.
Life and Disability Insurance
Comprehensive insurance solutions to protect your family and income.
Financial Consulting
Expert guidance on complex financial concepts and long-term planning.
Portfolio Management
Ongoing management and optimization of your investment portfolio.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
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3
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2
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1
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G
George Gammon
via Google
4 months ago
Nick Richards is the go to for life and disability insurance! He will make sure you are covered.
V
vasilios nenosvia Google
5 months ago
Cason Parker and Jacob Bloch are great at what they do, they point me in the correct direction, and have genuinely helped me with every aspect of my financial future. Thank you so much for all you have done.
T
Theresa Marie Giordanovia Google
5 months ago
⭐️⭐️⭐️⭐️⭐️ Jacob Bloch is an outstanding financial professional! He takes the time to truly understand your goals and priorities before offering guidance. Jacob is incredibly knowledgeable and patient—he makes complex financial concepts easy to understand and always ensures his clients feel confident in their decisions. What stands out most is that he genuinely values people, not just portfolios. His integrity and client-first approach make working with him an absolute pleasure. Highly recommend Jacob and the team at Westshore Financial to anyone looking for trusted, personalized financial guidance.
J
Jimmy Sutphinvia Google
5 months ago
If you are looking at getting your life and disability insurance needs there is no one better to speak to than Jacob Bloch. He takes the time to explain all the options clearly and helps you choose coverage they fits your budget and lifestyle. Highly recommend anyone looking for reliable and personalized insurance support.
J
Jim Tricevia Google
10 months ago
Working with Rob Hudson at Westshore Financial has been an exceptional experience. From our very first meeting, Rob demonstrated a deep understanding of financial planning and a genuine interest in helping us reach our long-term goals. He took the time to listen, ask the right questions, and tailor a plan that fits our unique situation. Rob is incredibly knowledgeable, patient, and transparent—qualities that are hard to come by. Whether it’s retirement planning, investment strategies, or insurance, he breaks down complex concepts in a way that’s easy to understand and empowers us to make informed decisions. We feel more confident and secure about our financial future thanks to Rob’s guidance. If you’re looking for a trustworthy and proactive financial advisor, we highly recommend Rob Hudson and the team at Westshore Financial.
