WestPoint Financial Group Information
Contact top employees from
WestPoint Financial Group
Summary
WestPoint Financial Group is a private company that has been in the industry for 77 years. The company currently specializes in the Financial Services, Diversified Financial Services areas. The position of the Managing Partner is occupied by Greg McRoberts. Its headquarters is located at Indianapolis, Indiana, USA. The number of employees ranges from 250 to 500. The annual revenue of WestPoint Financial Group varies between 25M and 100M. To connect with WestPoint Financial Group employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
200-500 employees
Specialties
Financial Services, Financial Planning
SIC Code
6199
DMA Code
Indianapolis Metropolitan Area
Founded
1948
Estimated Annual Revenue
$25M - 100M
Operating Status
Independent Company
Contact WestPoint Financial Group
Organization Website
Social Links
Phone Number
317-469-9999
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| - | - | - | $- | ||
| - | - | 1-10 | - | $- |
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Ex-employees switched to
Length of Employment
Employee tenure at WestPoint Financial Group shows a diverse range of experience levels:
8% have been with the company for less than 1 year10% for 1–2 years17% for 3–4 years16% for 5–7 years13% for 8–10 years37% have over 11 years of service at WestPoint Financial GroupEx-employees positions
In Company
In New Company
Contact top employees from
WestPoint Financial Group
David Kennedy
Operations Manager
Morgan Lougee
Financial Planner
Marcello Sobrinho
Wealth Management Advisor
Vince Bruno
Financial Advisor
Matthew Rydell
Partner
Derek Johnson
Agency/Supervisory Officer
Matt Potter
Agency Supervisory Officer
Jonathan Cagle
Partner, Financial Advisor
Brett Nanna
Senior Partner
Tyrone Matheny
Financial Services Professional
Micah LeMoine
Partner
Tracey Allen
Chief Selection and Development Officer
Michael Ruzek
Financial Services Professional
Craig Caimi
Financial Advisor
Gary Tsoumas
Partner
Anna Leander
Team Operations Manager
Kyle Truex
Practice Development Specialist
Nikki Barone
Early Careers Recruiting Manager
Andrew Kaczkowski
Financial Advisor
Preston Bollerud
Chief Talent Officer
Chris Gendreau
Agency Supevisory Officer
Christine Latta
Executive Assistant
Scott Finkel
Financial Advisor
Melanie Harris MA
Indianapolis Office Manager
Jennifer Salemme
Financial Advisor
Angela Mencia BSM
Financial Advisor
Michael Sims
Wealth Management Advisor
Brooke Arnold
Executive Assistant
Jeremy Fager
Financial Advisor
Jim Jasper
Financial Advisor
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FAQ
WestPoint Financial Group operates in the Financial Services industries. More details can be found on the official website: westpointfinancialgroup.com.
The headquarters of WestPoint Financial Group are located in Indianapolis, United States.
The current CEO of WestPoint Financial Group is Greg McRoberts
You can contact WestPoint Financial Group by phone at 317-469-9999.
WestPoint Financial Group currently employs 200-500 people.
WestPoint Financial Group's revenue is approximately 50M.
Well-known competitors of WestPoint Financial Group include One Stop Financial Services and Soesbe Financial.
