William Westfall, Financial Advisor located in Meridian, ID

Financial Advisor
William Westfall

CFP®, ChFC®, AAMS®
3120 W Belltower Rd Ste 125, Meridian, ID 83646opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Corporate Executives

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Fishing
  • Motorcycles
  • Outdoor Enthusiast
  • Spending Time with Family
  • Traveling

Team Members

  • Jennifer Small
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 02:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Weekends
  • Web Conferencing

Phone

(208) 288-3288

Fax

(888) 732-3356

Office Address

3120 W Belltower Rd Ste 125
Meridian, ID 83646opens in a new window

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