Insights

Strong Financial Backing Westshore Financial Group benefits from the support of Guardian Life Insurance Company, enabling access to extensive resources and a robust financial foundation that can be leveraged for expanding product offerings and enhancing client solutions.

Recent Capital Investment The company secured a significant $117 million construction loan for AQUA at Westshore Yacht Club, indicating active growth initiatives and potential opportunities for tailored financial services related to real estate and development projects.

Growth Potential With an annual revenue range of $100 million to $250 million and a dedicated team of up to 200 employees, Westshore Financial Group is positioned for scalable expansion that could benefit from targeted financial products and high-net-worth client engagement strategies.

Boutique Appeal As a locally operated firm with a personal approach, there is a clear opportunity to differentiate services for clients seeking customized, high-touch financial planning, especially in the affluent Florida market and among high-net-worth individuals connected to luxury developments.

Market Alignment Given the company's industry and similar large competitors like Charles Schwab and Fidelity, there is potential to develop competitive investment solutions, advisory services, and technology integrations that meet increasing client demand for digital and comprehensive wealth management.

Westshore Financial Group, Inc. Tech Stack

Westshore Financial Group, Inc. uses 8 technology products and services including Amazon Web Services, Network Solutions, Font Awesome, and more. Explore Westshore Financial Group, Inc.'s tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Network Solutions
    Domain Name Services
  • Font Awesome
    Font Scripts
  • jQuery Migrate
    Javascript Libraries
  • Microsoft
    Miscellaneous
  • Datadog
    Real User Monitoring
  • Google Tag Manager
    Tag Management
  • Apple Safari
    Web Tools And Plugins

Westshore Financial Group, Inc.'s Email Address Formats

Westshore Financial Group, Inc. uses at least 3 format(s):
Westshore Financial Group, Inc. Email FormatsExamplePercentage
First.Last@westshorefinancial.comJohn.Doe@westshorefinancial.com
56%
FLast@westshorefinancial.comJDoe@westshorefinancial.com
41%
FMiddleLast@westshorefinancial.comJMichaelDoe@westshorefinancial.com
3%
First_Last@glic.comJohn_Doe@glic.com
87%
FLast@glic.comJDoe@glic.com
9%
First.Last@glic.comJohn.Doe@glic.com
2%
FirstLast@glic.comJohnDoe@glic.com
2%
First@westshorefinancialgroup.comJohn@westshorefinancialgroup.com
100%

Frequently Asked Questions

Where is Westshore Financial Group, Inc.'s headquarters located?

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Westshore Financial Group, Inc.'s main headquarters is located at 4200 West Cypress Street Suite 700 Tampa, Florida 33607 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Westshore Financial Group, Inc.'s phone number?

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You can contact Westshore Financial Group, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Westshore Financial Group, Inc.'s official website and social media links?

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Westshore Financial Group, Inc.'s official website is westshorefinancialgroup.com and has social profiles on LinkedIn.

What is Westshore Financial Group, Inc.'s SIC code NAICS code?

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Westshore Financial Group, Inc.'s SIC code is 8299 - Schools and Educational Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Westshore Financial Group, Inc. have currently?

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As of June 2026, Westshore Financial Group, Inc. has approximately 104 employees across 2 continents, including North AmericaEurope. Key team members include President: H. J.General Agent, Managing Partner: L. B.General Agent, Managing Partner: T. H.. Explore Westshore Financial Group, Inc.'s employee directory with LeadIQ.

What industry does Westshore Financial Group, Inc. belong to?

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Westshore Financial Group, Inc. operates in the Financial Services industry.

What technology does Westshore Financial Group, Inc. use?

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Westshore Financial Group, Inc.'s tech stack includes Amazon Web ServicesNetwork SolutionsFont AwesomejQuery MigrateMicrosoftDatadogGoogle Tag ManagerApple Safari.

What is Westshore Financial Group, Inc.'s email format?

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Westshore Financial Group, Inc.'s email format typically follows the pattern of First.Last@westshorefinancial.com. Find more Westshore Financial Group, Inc. email formats with LeadIQ.

Westshore Financial Group, Inc.

Financial ServicesFlorida, United States51-200 Employees

Westshore Financial Group is a financial planning firm offering a comprehensive suite of insurance, investment, and financial services. Based in Tampa with locations in Florida, we're proud to operate locally as boutique firm, but with the backing of Guardian Life Insurance Company, a 150 year old national mutual insurance company built on a history of delivering on promises made to clients. This unique structure allows us to be large and resourceful but still offer the personal and individualized planning our clients deserve.  
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Westshore Financial Group is an Agency of The Guardian Life Insurance Company of America®  (Guardian), New York, NY.  Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA,SIPC. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Westshore Financial Group  is not an affiliate or subsidiary of PAS or Guardian.  Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice.  Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.  8611292.1 exp. 11/27

Section iconCompany Overview

Headquarters
4200 West Cypress Street Suite 700 Tampa, Florida 33607 United States
Phone number
SIC Code
8299 - Schools and Educational Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Westshore Financial Group, Inc.'s revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Westshore Financial Group, Inc.'s revenue is estimated to be in the range of $100M$250M

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