1176 E. Warner Suite 218 Gilbert, AZ 85296
888-540-2899
    Meet with an Advisor to get Started

    It’s Your Future: Build a Financial Picture That Fits Your Goals

    West Coast Financial Services was built with a simple objective in mind: to become a complete retirement planning organization that provides relationships and services for our clients to and through their retirement. We provide a professional, yet personal service that navigates clients into the safe harbor of financial security, allowing them to enjoy a peaceful and worry-free retirement.

    How Our Process Works

    Discover

    Schedule a meeting with us and discover what your ideal retirement looks like.

    Evaluate

    We’ll examine your current financial situation and share our planning recommendations for you to best reach your financial goals

    Enjoy

    Receive a custom strategy to help you reach your unique retirement goals.

    West Coast Financial Services The Navigator

    We focus on 6 Critical Parts of your Retirement 

    Retirement Income

    Estate & Legacy

    Health Care Protection

    IRA Planning

    Wealth Management

    Tax Planning

    Case Studies

    Hear From Our Clients

    I have been working with Greg Brown for more than 15 years. He is very knowledgeable and reviews your investments to make sure you are getting good returns. His office staff is very helpful and friendly.

    West Coast Financial Services

    Irma H.

    Client

    We have done business with several companies providing similar functions. None has provide the personal attention focused on our interest. West Coast Financial will follow up and follow thru greater than any company that we previously worked with.

    West Coast Financial Services

    Ray W.

    Client

    Very knowledgeable, professional, and attentive to our needs and concerns. WCF was able to get us out of a higher cost, lower yielding option and into a lower cost higher yielding option. We’re quite pleased and impressed.

    West Coast Financial Services

    George T.

    Client
    Why Choose Us

    We are independent fiduciaries with over 30 years of experience!

    “We deeply value the relationship with our clients. We want to help you effectively plan for a lifetime and protect your family legacy. We take great pride in that.” –

    Greg Brown | President & CEO

    The Toolkit You Need for Retirement!

     Our free Financial Planning eBook is the perfect starting point. Packed with expert advice, practical tips, and easy-to-follow steps, this guide will help you set clear financial goals, make smarter investment choices, and create a personalized plan that aligns with your needs.

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