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Our Company

West Coast Financial Group, Inc. is an independent, family owned and operated financial services firm built on the core values of trust, integrity, competency, and service since 1982. Bret Smith & and Rick Smith, Co-Founders, were raised with old-time values in a time gone by when doors weren’t locked, and honesty and integrity were the norm not the exception.

At West Coast Financial Group, we strive to keep these values alive by providing personalized, authentic service through meaningful relationships with our clients. When you call us a warm and caring person will greet you, not a cold impersonal answering system. You will not be on your own to fend for yourself when you need assistance, our team will be here ready to assist you as we have since 1982! We are passionate about enabling you to achieve a clear picture of your financial needs and objectives through developing a financial planning strategy designed to address your personal needs so that we can help prevent problems, simplify financial alternatives, and eliminate future concerns.

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