About WESTOAKS FINANCIAL
Our Approach
Our service includes a comprehensive consult to help identify gaps and opportunities, a comprehensive report that includes a project plan with timelines and milestones, a cost analysis, and a schedule. We also offer a suite of quality products that will help you get there quickly and smoothly. That’s how we ensure your success.
Why Westoaks Financial?
Westoaks Financial is key—that’s why when it comes to client selection, we're choosy. We want to give each of you the time and guidance you deserve. Whether you’re seeking a strategic alliance with the right partner or a special skillset, call us today. Together we’ll create and refine your plan for success. We didn’t get there alone. And neither will you.
Our Team
Todd C. Guarino
Rodney J. Guarino
Todd C. Guarino
I've been an accountant for 20 years so my goal is will ensure you make the most out of every deal while keeping you compliant and up to date on any changes in the market.
David M. Fox
Rodney J. Guarino
Todd C. Guarino
I believe a successful business has great people at the heart of it. It's why we'll make sure you have the best when it comes to employee structuring, employee benefit plan compliance, managing staff and growth.
Rodney J. Guarino
Rodney J. Guarino
Rodney J. Guarino
I built my business from the ground up, but I didn't do it alone. You don't have to be an expert in everything to start or reenergize your company. My passion is business, so let me focus on yours so you can focus on your dream