Westshore Financial Group Inc

  • Financial Services
  • Tampa FL
  • 91 employees
  • Professional Training & Coaching
Get Full Info

Company Overview

Website
westshorefinancialgroup.com
Phone
(813) 889-9596
(813) 289-3632
Employees
91
Founded in
2002
Industry
Financial Services
NAICS Codes
52 - Finance and Insurance
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
5239 - Other Financial Investment Activities
72 - Accommodation and Food Services
722 - Food Services and Drinking Places
SIC Codes
58 - Eating and Drinking Places
581 - Eating and Drinking Places
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services
628 - Services Allied With The Exchange of Securities Or Commodities
More Details

Financials & Stats

Revenue

$15B

More Financials

Recent News & Media

Kyle Knecht - Financial Advisor - P&L Financial

  • Jun 15, 2025
  • linkedin.com

Life can be unpredictable. Hear from Ed and Mary Ann, and how they found confidence in protection planning.

  • Mar 20, 2025
  • facebook.com

Congratulations to Kevin Wooleyhan for passing the Series 66 exam! 🎉 This is a massive accomplishment, Kevin. Great job on knocking those exams out! Continue working hard and continue to showing us what you came here to do! 🦾 #westshorefinancial #te

  • Mar 6, 2025
  • linkedin.com

Westshore Financial is proud to announce that Wayne Barber has become our newest Managing Associate! Congratulations on this step up, Wayne. We are thrilled to watch as you continue to use your extraordinary skills to grow in your career and contribute t

  • Feb 6, 2025
  • facebook.com

Westshore Financial Group, Inc.

  • Dec 26, 2024
  • linkedin.com

STAFF SHOUTOUT: Sara Watford! This month, we are highlighting Sara Watford! Sara is an Assistant to Rob Hudson and Aaron Komarek, and has been a part of the team for 2 years. She helps them keep their business running smoothly and supports them in

  • Dec 11, 2024
  • facebook.com

Who is Westshore Financial Group Inc

Westshore Financial Group Inc. is a financial planning firm based in Tampa, Florida. The firm employs 91 people and generates approximately $14.5 million in annual revenue. Westshore Financial Group offers a comprehensive range of insurance, investment, and financial services to its clients. As a boutique firm, they pride themselves on providing personalized financial planning tailored to each client's individual needs. The firm operates under the backing of Guardian Life Insurance Company, a national mutual insurance company with a century-and-a-half history. This structure allows Westshore Financial Group to leverage the resources of a large company while maintaining a local, personalized approach. You can learn more about Westshore Financial Group and their services by visiting their website at westshorefinancialgroup.com.

Company Leadership

Matt Ramker

FR

Phone Email

Westshore Financial Group Inc Industry Tags

Professional Services software
Financial Advisory Services
Financial Services
View All Industry Tags

Westshore Financial Group Inc Tech Stack

JavaScript
HTML
Twitter
View All Tech Stack

Companies Similar to Westshore Financial Group Inc

Analyze industry trends and opportunities by examining competitors and companies comparable to Westshore Financial Group Inc, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
15M 147 Pittsburgh, PA 1995
View More Companies

FAQ

What is the location of Westshore Financial Group Inc's headquarters?
The headquarters of Westshore Financial Group Inc are situated at 4200 W Cypress St Suite 700, Tampa FL
What is Westshore Financial Group Inc's phone number?
Westshore Financial Group Inc's contact number is (813) 889-9596.
What is Westshore Financial Group Inc's official website?
The official website of Westshore Financial Group Inc can be found at westshorefinancialgroup.com.
What is Westshore Financial Group Inc's current revenue?
As of October 2016, Westshore Financial Group Inc's annual revenue reached $15B.
How many employees does Westshore Financial Group Inc currently have?
Westshore Financial Group Inc employs approximately 91+ people as of October 2016
Which industries is Westshore Financial Group Inc primarily operating in?
Westshore Financial Group Inc operates in the following industries: Credit, Finance, Professional Services
Who is the FR of Westshore Financial Group Inc?
Westshore Financial Group Inc's FR is Matt Ramker
What are Westshore Financial Group Inc's industry tags?
Westshore Financial Group Inc's industry tags include: Professional Services software, Financial Advisory Services, Financial Services
When was Westshore Financial Group Inc founded?
Westshore Financial Group Inc was founded in 2002.

Employee Directory

Key Employees

Stephanie Biklen

Financial Representative

Phone Email

Angelica Rosenstein

Director Of Operations

Phone Email

Stephen Wroblewski

Agency Control Officer

Phone Email

Khadeeja Dooling

Marketing

Phone Email