Business Details
About
Financial PlannerFinancial ConsultantInsurance AgencyInvestment ServiceLife Insurance Agency
Westpac Wealth Partners, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.
Location
Hours
Frequently Asked Questions About WestPac Wealth Partners
What services does WestPac Wealth Partners offer?
WestPac Wealth Partners provides financial guidance and protection including life insurance, disability income insurance, annuities, wealth management, investments, and employee benefits like dental, vision, and 401(k) plans.
Where is WestPac Wealth Partners located?
WestPac Wealth Partners is located at 5 Centerpointe Dr, Ste 220, Lake Oswego, OR 97035-8695, USA.
What are the business hours of WestPac Wealth Partners?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on weekends.
How can I contact WestPac Wealth Partners?
You can contact them by phone at +1 503-207-4550 or by email at info@thewp2.com.
Does WestPac Wealth Partners have an online presence?
Yes, their website is https://www.westpacwealth.com/westpac-portland, and they also have a Facebook page at https://www.facebook.com/westpacwealthpartners/.
What is the time zone of WestPac Wealth Partners?
They operate in the America/Los_Angeles time zone.
Are there any notary services near WestPac Wealth Partners?
Yes, PDX SIGNING and Apostille Authentication Oregon provide notary public services close by, which could be convenient for document notarization when visiting WestPac Wealth Partners.
Can I find other financial or insurance services near WestPac Wealth Partners?
Nearby, you can find Goosehead Insurance - Thomas Synovec and Nationwide Mutual Insurance Company for insurance needs, and financial services from Jerry Wilson at CrossCountry Mortgage, LLC and Tony Gillard at CrossCountry Mortgage, LLC, which may complement services at WestPac Wealth Partners.
Are there real estate services around WestPac Wealth Partners?
Yes, several real estate agents and brokers such as Woods Realty Group, Kaitlin O'Kane Real Estate Broker, The Nathan Jones Group, Brenda Boyzo - vebo realty group LLC, Deborah Moen, and John McClay operate nearby, useful for clients interested in property investments.
What makes WestPac Wealth Partners part of a larger network?
WestPac Wealth Partners is a Guardian agency, part of a Fortune 250 global financial services company with about 8,800 employees and over 2,750 financial representatives in more than 58 agencies nationwide.