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Richard Westerberg,RIA,Chartered Retirement Planning Counselor

Welcome to my website-an information resource designed to help you plan your financial goals.

Contact Us

4250 Veterans Memorial Hwy, Suite 420E Holbrook, NY 11741
  • Phone:
    (631) 439-4600 ext. 228
  • Fax:
    (631) 297-9120
  • E-mail address: rwesterberg@americanportfolios.com
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      • The Basics of Social Security Retirement Benefits
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      • 3 Potential Benefits of Dollar-Cost Averaging
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      • Understanding Social Security and Medicare: America’s Retirement Safety Net
      • Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow
      • Investing Basics: Embark on Your Wealth-Building Journey
      • Time to Get Tax-Savvy: Managing Your Tax Burden
      • Wealth Preservation: Planning to Leave a Legacy
      • Financial Protection: Using Insurance to Help Manage Life’s Risks
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Welcome to my website-an information resource designed to help you plan your financial goals.

Contact Us

4250 Veterans Memorial Hwy, Suite 420E Holbrook, NY 11741
  • Phone:
    (631) 439-4600 ext. 228
  • Fax:
    (631) 297-9120
  • E-mail address: rwesterberg@americanportfolios.com

Osaic Wealth Form CRS

Securities offered through Osaic Wealth, Inc., a registered broker/dealer. Member FINRA/SIPC. Financial planning and investment advisory services offered through Osaic Wealth, Inc. by contract only. Insurance sold separately. A financial plan or investment advisory services, by themselves, cannot assure that retirement or other financial goals will be met.  Securities products are not FDIC insured, have no bank guarantee and may lose significant value. Services are intended for individuals residing in the United States, however, all products and services may not be available in all states. This website or any content contained herein is not an offer to buy or sell any particular security. Osaic Wealth, Inc. make no representation or warranty as to the accuracy of the information contained on this website. Information contained herein is provided for educational purposes only and is not intended as specific financial planning, legal or tax advice for any particular situation or user.  Information may be outdated and neither Osaic Wealth, Inc., or Osaic Wealth, Inc. Advisor Inc. are under an obligation to update this website.  Links to other sites are provided as a convenience only and Osaic Wealth, Inc. do not review, update or make any warranty or representation regarding the accuracy of information contained therein. Content of this website may only be reproduced with the express written permission of Richard Westerberg, Osaic Wealth, Inc.. The registered representative associated with this site may only discuss and transact securities business in the following states he is licensed: CA, CO, DC, FL, LA, MA, MD, MN, NJ, NY, PA, TX, WY.

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