Whether you have decided to meet with our retirement management company through a seminar, a referral or by learning about us online, we look forward to learning more about you, your life, your relationships and your dreams. For your convenience, we have listed directions for coming to Wealth Financial Group West, Inc.’s office, along with a few important navigational notes.
When arriving to your appointment with us, please remember that it would be extremely helpful to bring any financial, annuity and/or life insurance statements. A summary of your assets and holdings would be another wealth allocation item that would be useful in our meeting regarding your financial future. Although these items are not required, they will help us better assess your current situation and financial future needs. Please only bring what you are comfortable with.
If for any reason you are having trouble locating our retirement management company office or are unable to attend your appointment, please call us at 1-714-617-4394.
We look forward to meeting you!
Driving Directions
From I-405 North
- Fork right on Bristol
- Turn right onto Town Center Drive
From I-405 South
- Take exit 9B for Bristol Street
- Turn left onto Bristol Street
- Turn right onto Town Center Drive
Wealth Financial Group West, Inc.
Center Tower Suite 860, 650 Town Center Drive
Costa Mesa, CA 92626-7192
Business Hours: M – Th, 9:00AM – 5:00PM
Phone: 1-714-617-4394 l Fax: 1-909-890-0017
Email: info@WFGWestInc.com
Would you like to learn more about upcoming events that we will be at? Please click here.