Westex Investment Services

Finance · Texas, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

1200 Veterans Blvd, Del Rio, Texas, 7884...

Phone Number

(830) 768-4000

Revenue

$5.9 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Westex Investment Services

Westex Investment Services, a division of The Bank & Trust, provides financial planning, retirement planning, investment, and wealth management services in San Angelo, Del Rio, Uvalde, and Boerne. The firm focuses on personalized investment solutions tailored to individual client needs, ensuring a clear understanding of their financial goals and risk appetite. Their approach emphasizes open communication and a structured process to help clients navigate their financial journey confidently. With a commitment to exceptional customer service, Westex aims to empower clients to achieve financial freedom.Explore more
Westex Investment Services's Social MediaPopular SearchesWestex Investment ServicesSIC Code 62,628NAICS Code 52,523Show more

Westex Investment Services Org Chart

PhoneEmail
RW
United States flag for contact location.

Manager, Client Services

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Westex Investment Services your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Westex Investment Services

Compare insights from companies similar to Westex Investment Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Westex Investment Service...

$5.9M
11-50
Private
-
-
RW
Rachel WalkerManager, Client Services
<$5M
1-10
Private
-
2016
<$5M
1-10
Private
-
2008
JN
Jeffrey NicholsonManager, Operations
<$5M
1-10
Private
<$5M
1937
TT
Timothy ThayerVice President
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Westex Investment Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Westex Investment Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Westex Investment Services.

Westex Investment Services Tech Stack

A closer look at the technologies used by Westex Investment Services

Top Finance Companies

Frequently Asked Questions Regarding Westex Investment Services

What is Westex Investment Services's official website?
Westex Investment Services's official website is www.westexinvestments.com
What is Westex Investment Services's Revenue?
Westex Investment Services's revenue is $5.9 Million
What is Westex Investment Services's SIC code?
Westex Investment Services's SIC: 62,628
What is Westex Investment Services's NAICS code?
Westex Investment Services's NAICS: 52,523
How many employees does Westex Investment Services have?
Westex Investment Services has 11-50 employees
What industry does Westex Investment Services belong to?
Westex Investment Services is in the industry of: Finance, Securities Trading
What is Westex Investment Services competition?
Westex Investment Services top competitors include: Copper Canyon Wealth Management, Boston Retirement Group, Cape Cod Wealth Strategies & Insurance Services, MassMutual
What technology does Westex Investment Services use?
Some of the popular technologies that Westex Investment Services uses are: reCAPTCHA, YouTube, Google Tag Manager, Sectigo
How do I contact Westex Investment Services?
Westex Investment Services contact info: Phone number: (830) 768-4000 Website: www.westexinvestments.com
What does Westex Investment Services do?

Westex Investment Services, a division of The Bank & Trust, provides financial planning, retirement planning, investment, and wealth management services in San Angelo, Del Rio, Uvalde, and Boerne. The firm focuses on personalized investment solutions tailored to individual client needs, ensuring a clear understanding of their financial goals and ri... sk appetite. Their approach emphasizes open communication and a structured process to help clients navigate their financial journey confidently. With a commitment to exceptional customer service, Westex aims to empower clients to achieve financial freedom.Read More

What are Westex Investment Services social media links?
Westex Investment Services Facebook page
Is Westex Investment Services a public company?
Westex Investment Services is private company therefore does not currently have an official ticker symbol
See more information about Westex Investment Services

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.