Founded in 1995, Westrock Advisors is one of the firm’s two flagship full-service independent broker-dealer offering a comprehensive range of financial and wealth management services for retail investors. Our Financial Advisors sell large-cap, mid-cap and small-cap securities as well as American Depository Receipts. Our Financial Advisors:

• Identify client’s financial goals
• Assess the client’s retirement, educational or other needs
• Outline specific investment strategies customized for the client only after identifying their short-term and long-term needs
• Create an asset allocation tailored to the client’s risk tolerance
• Provide the client with advice on all the products that are available through Westrock Group including IRAs, 401Ks UITs, equities, options, mutual funds and bonds.

The financial plans we create for clients include cash management, tax management, college tuition planning, retirement planning and wealth transfer planning.