Customer Relationship Summary
We strive to bring financial wisdom and clarity in a world of infinite informatiionn.

Our People

“We treat our people like family. And we will do the same for you.”

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

Good People

Defined by excellence

Working together

To be next level

What We Offer

  • Relevant experience
  • Personalized attention
  • Outstanding resources

We listen intently, recommend thoughtfully, and care genuinely — about you, your family and your business.

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financial professional

Our Locations

WestPoint currently serves more than 200,000* clients through our network of financial professionals across the Midwest. *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 Downers Grove, IL

Our Promise

Josh Plank

Partner

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