Susan
Forgasch
Westco Advisory Services, Inc
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About this Advisor
Susan Forgasch is a financial advisor based in Lynbrook, New York, working with Westco Advisory Services, Inc. Susan has previously held positions at Westco Advisory Services, Inc and Westco Investment Corp. Susan has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Susan is part of Westco Advisory Services, Inc, which operates out of Lynbrook, New York. The firm has 8 employees and manages assets totaling $214.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Westco Advisory Services, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Westco Advisory Services, Inc Brokerage Details
$214,863,343
8
314
$684,278
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Susan Forgasch Work History
Westco Advisory Services, Inc
Westco Investment Corp
Disclosures
Please visit the SEC profile of Susan Forgasch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Westco Advisory Services, Inc
Lynbrook, NY
Lynbrook, NY
Stratford, CT
Lynbrook, NY
Lynbrook, NY
Lynbrook, NY
Lynbrook, NY
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