Westbrook Financial Services Overview

  • Founded
  • 1983
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Westbrook Financial Services General Information


Provider of employee benefit services. The company offers services such as retirement planning, financial planning, online benefit management, retirement counseling, asset allocation strategies and other investment advisory services.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Primary Office
  • 7425 East Stetson Drive
  • Scottsdale, AZ 85251
  • United States
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Westbrook Financial Services Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Westbrook Financial Services Executive Team (1)

Name Title Board Seat Contact Info
Raymond Rotolo President & Founder
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