wiseradvisor

Jaime Westenbarger
Forest Hills Financial, Inc.

Tel: (616) 949-6006
3210 Eagle Run Dr NE
Suite 104
Grand Rapids, MI 49525

Helping you keep what you have earned

Forest Hills Financial, Inc. | Financial Advisor in Grand Rapids ,MI


About Forest Hills Financial, Inc.

Everyone has different financial goals, but what each person has in common is their need for a financial plan. Regardless of what you want to work towards, you need a financial roadmap to get there. Whether you want to save for college, retirement or other goals, it all starts with listening to you, and creating a plan that matches the right financial services with your needs.

I pride myself in understanding the financial situations of my clients.

IS THIS YOU?

Do you have investments in multiple accounts but no strategy as to why you own what you own and why you have what you have?

Has it been years since you have met with your advisor or does your advisor only call to sell you something?

Are you a busy executive, Doctor, or business owner that just needs someone to organize and plan their complex financial situation?

Do you watch money programs on television, listen to generic radio talk shows and read books on money hoping to better understand the complex issues you face with your particular financial situation?

You would never take a vacation without planning where you would stay, how you would get there, or how you would pay for it. Why would you do any less when preparing for your retirement? Let us help you design your Roadmap to Retirement now so you can enjoy the journey.

If any of these describe you then I have the solutions you need to get your retirement plan on track.


General Information

Firm Start Year:   2006
No.of Employees:   5-9
Name of Broker/Dealer:   First Allied Securities, Inc.
Name of Custodial Firm:   Pershing
States Licensed in:   MI IN FL OH CA NE NY IA LA TX AZ TN
Number of Years with Current Firm:   9
I work with the following types of clients:   Businesses , Individual Investors , Non-Profit Organizations , Investment Clubs


Services

Investment Types:   Commodities , Mutual Funds , Bonds , Stocks , Annuities , Insurance , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your home , At my office , Via phone , At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Health , Long Term Care , Variable Annuity , Life , Disability , Annuity , Variable Life
Financial Organization Memberships:   National Association of Insurance and Financial Advisors (NAIFA) , Million Dollar Roundtable , Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Chamber of Commerce West Michigan Better Business Bureau Local First


Firm Information

Firm's Number of Clients:   450
Firm's Number of Planning Clients:   450
Assets Managed by Firm:   $150 Million
Assets Managed by Advisor:   $80 million


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Hourly , Flat Fee , Based on Assets



Faqs

  • Do you have a customer satisfaction or refund policy? No
  • What are your qualifications? What is your education background? University of Michigan-Finance Series 6,7,63,65,26,24 licenses as well as 16 years in the financial services industry.
  • What is your approach to financial planning? I don't believe in a "one size fits all mentality". Too many companies want to just sell you product. I want to design a plan to solve your needs then we will find the product that fits the solution.
  • What services do you offer? We are an independent firm so we offer many types of services and products to meet the diverse needs of our clients.
  • Will you be the only person working with me? No we work based on a team philosophy to give you the best experience and knowledge available based on your needs.
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Disclaimer

Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Forest Hills Financial Inc. and Securities America are separate entities.

Jaime Westenbarger

Jaime Westenbarger

When Jaime Westenbarger bought his first stock while still in High School, he was unaware the large influence that the purchase would have on his future. Always interested in finance and economics, Jaime enrolled at The University of Michigan shortly after completing his service to our country in the United States Marine Corps. In 1999, he officially entered the financial services industry and worked in a number of capacities including but not limited to managing a team of financial advisors until he decided in 2006 it was time to build his own company, Forest Hills Financial.

Perspective
Since starting Forest Hills Financial in a small one person office in 2006, Jaime Westenbarger has turned the financial world on its head. Through his nationally syndicated radio show, The Keeping Your Money Show, he has helped thousands of people filter through the salespeople of the financial services world and focus on the information that actually matters. Jaime’s style of simple explanations of complex problems helped grow his business in only seven years to include clients in 15 states, advisors in four offices, and The Keeping Your Money Show continuing to grow its listening audience. Recently honored with speaking to entrepreneurs at an event hosted by Steve Forbes and authoring a chapter in Mr. Forbes latest book Successonomics, the reach of Jaime’s message continues to grow across the country.

Personal
Jaime resides with his amazing wife, Hillary and their two children in the Forest Hills community of Grand Rapids, Michigan.

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 4:30 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 4:30 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 4:00 PM

Communities Served

MI IN
FL OH
CA LA
TX
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News & Events

Article featured on Market Watch
When: 03/13/2015
Details:Featured on MarketWatch ...more


Financial Fix
When: 03/13/2015
Details:I am a regular contributor to Fox 17 News Financial Fix segment ...more


Article Featured on CNBC
When: 03/13/2015
Details:I was featured in an article that was picked up on CNBC.com ...more


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