Customer Relationship Summary

At WestPoint Financial Group
We strive to bring financial wisdom and clarity in a world of infinite information.

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Our Story

WestPoint started out in 1948 with 14 hard working people.

Our associates are highly competent professionals, respected for their technical expertise, product knowledge and commitment to professional growth.

More about us

At WestPoint, we believe our culture of genuinely caring about people is our special sauce.

Josh Plank, co-Managing Partner

I love our family business. And because WestPoint shares that same perspective, it’s been a great fit!

Larry Ricke, Financial Services Professional upon celebrating his 50-year anniversary

What we do is so impactful. We help people make decisions about their financial future that affect their family, their friends, their legacy, and generations to come.

Larry Friedman, Partner

WestPoint is a differentiator because we make a very serious commitment to communities that are underrepresented in the financial services space.

Andrew Ward, Chief of National Development

I’m dedicated to making a positive impact on my clients' lives every day. It's great meeting different individuals and dealing with new and exciting situations. Helping my clients and seeing the difference I can make in their lives is incredibly rewarding.

Mitchell Todd, Financial Services Professional

Our People

  • Good people
  • Defined by excellence
  • Working together
  • To be next level

Our associates are highly competent professionals who are respected for their technical expertise, product knowledge and commitment to professional growth.

Our Impact

WestPoint currently serves more than 240,000* clients

through our network of financial professionals across the Midwest. We are dedicated to educating our clients to help them fulfill their financial goals.

* An insured, owner, or payer of a MassMutual policy or contract.

Get in touch with us
Indianapolis, IN Ft. Wayne, IN Cincinnati, OH Louisville, KY Lexington, KY Peoria, IL Madison, WI Milwaukee, WI Chicago, IL Crown Point, IN Columbus, OH Lisle, IL

Our Promise

Relevant experience. Personalized Attention. Outstanding Resources.

Our stringent code of ethics places the client’s needs above all others and demands uncompromising integrity in every aspect of our business conduct.

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Upcoming Events

Women of WestPoint Envoy 2025

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Upcoming Events

Shoot for the Stars 2025

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2025 Juneteenth Celebration

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