WestCorp Financial & Insurance Services

WestCorp Financial & Insurance Services Firm specializing in providing business solutions & employee benefits, including retirement plans & services to employees & individuals.

WestCorp's combined experience in the financial and insurance services industry exceeds 40 years. We are an insurance agency who specializes in employee benefits, insurance, as well as retirement plans for small, mid-level, and large companies. WestCorp also works with individuals and families on insurance and financial strategies. We offer products from many fine insurance carriers to help find t

he best fit for you. We pride ourselves in prompt customer service, superior administration, and satisfaction. Our team consists of Financial Professionals and Account Managers who assist our clients on a day-to-day basis. WestCorp is a firm that specializes in qualified and non-qualified employee benefits including retirement plans. Working with business owners to recruit, reward, and retain employees is an important concept in successful business planning. Having been successful in this area, WestCorp expanded to help our clients with Commercial and P&C Insurance including workers compensation plans. Our philosophy is to provide value-added service to our clients through innovative and comprehensive analysis and solutions. Whether the issues require answers and expertise in employee benefits, business continuation, qualified or non-qualified benefits, executive benefits and retirement, you can count on WestCorp Financial Services to provide the resources from a comprehensive spectrum of products and services. WestCorp is available to work with your other advisors such as bankers, CPA's, and attorneys to assist you with your comprehensive planning process. Our ability to collaborate with your other advisors can help strengthen your planning process. We look forward to working with you! Insurance products from the Principal Financial Group are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company, and the companies available through the Preferred Product Network, Inc. Securites offered through Principal Securites Inc., 800/247-1737, member SIPC. Principal National, Principal Life, the Preferred Product Network, and Princor are members of the Principal Financial Group, Des moines, IA 50392. Principal National and Principal Life Financial Representative, Principal Securities Registered Representative. WestCorp Financial Services is not an affiliate of any company of the Principal Financial Group.

WestCorp Christmas Dinner ❀️
12/24/2022

WestCorp Christmas Dinner ❀️

Still hiring! Looking for motivated hard working people to join our team!
10/21/2022

Still hiring! Looking for motivated hard working people to join our team!

We are hiring! Seeking a hard working self starter to be apart of our team of insurance and financial professionals. Must be trainable, willing to learn and be a team player! Experience is a plus but not necessary. Pay depends on experience. Please send resume asap! Fax 916-985-0289, drop off or email to [email protected] Direct message for questions.

We are hiring! Seeking a hard working self starter to be apart of our team of insurance and financial professionals. Mus...
09/24/2022

We are hiring! Seeking a hard working self starter to be apart of our team of insurance and financial professionals. Must be trainable, willing to learn and be a team player! Experience is a plus but not necessary. Pay depends on experience. Please send resume asap! Fax 916-985-0289, drop off or email to [email protected] Direct message for questions.

Thank you to all that have served! All those who have lived and those we have lost! πŸ™πŸ» πŸ‡ΊπŸ‡Έ Have a safe and happy holiday!
05/27/2019

Thank you to all that have served! All those who have lived and those we have lost! πŸ™πŸ» πŸ‡ΊπŸ‡Έ Have a safe and happy holiday!

Wishing all of our clients, partners, family and friends all the best for the New Year. We are thankful for you and grat...
01/01/2019

Wishing all of our clients, partners, family and friends all the best for the New Year. We are thankful for you and grateful for 2018! Cheers to another great year!

Anyone else?
08/30/2018

Anyone else?

You've grown a successful business through hard work and dedication. Are you setting aside enough money to acheive your ...
06/18/2018

You've grown a successful business through hard work and dedication. Are you setting aside enough money to acheive your financial objectives for your retirement? Contact me for a Retirement GAP Analysis.

Each day, you will face a lot of challenges as a business owner. I can show you how to gain an edge for your business an...
05/15/2018

Each day, you will face a lot of challenges as a business owner. I can show you how to gain an edge for your business and retain your key employees

Ellenie BlaggClient Services RepresentativeEllenie has over 19 years of experience in financial banking, focusing primar...
02/13/2018

Ellenie Blagg

Client Services Representative

Ellenie has over 19 years of experience in financial banking, focusing primarily on business and personal lending as well as investments, CD's, individual retirement accounts and annuities. She has excellent customer service experience.

In her role at WestCorp, she primarily works closely with the agents to help with service and implement personal retirement accounts as well as other personal accounts. Specifically, she will be helping existing and terminated employees.

Ellenie is a graduate from California State University, Sacramento with a Bachelor and Master's Degree in Art. In the past, she was an Associate Professor at Diablo Valley College in Pleasant Hill, CA. She is also an accomplished fine artist specializing in watercolor and oil paintings.

Roy LucierMarketing RepresentativeRoy has been in the customer service field for over seventeen years. Currently, in his...
01/30/2018

Roy Lucier

Marketing Representative

Roy has been in the customer service field for over seventeen years. Currently, in his role as Marketing Representative for WestCorp., his responsibilities include client communications, marketing and sales development. Roy brings an uplifting and positive environment to the workplace, not just to the daily functions of his job, but to every single client communication throughout the day.

Roy currently resides in the Sacramento area after moving from his hometown of Orange County, CA seven years ago. He is a passionate advocate for many local causes. In his spare time, Roy enjoys reading books, sharing his knowledge and love of Japanese culture by editing and creating unique videos from Japan, and spending time with his family

Kristi EckertBroker, Covered CA Specialist, Account ManagerKristi has over a decade of prior experience in the medical f...
01/25/2018

Kristi Eckert

Broker, Covered CA Specialist, Account Manager

Kristi has over a decade of prior experience in the medical field serving medical billing, claims assistance, and insurance eligibility. She has had a vast range of management roles as well as close to two decades of extensive experience in customer service and administration. She provides leadership and strategic direction for operational functions.

Kristi works directly with insurance carriers on behalf of our business and individual clients, with clients on Covered California, with Medi-Cal as well as with the managing Broker. She has dealt extensively with insurance companies and contested on behalf of our clients for proper medical coverage.

Kristi has two beautiful children who bring joy to her life yet keep her grounded and focused.

Alexis N. DeVorssEmployee Benefits Consultant, Financial Representative, Principal Securities Registered Representative ...
01/11/2018

Alexis N. DeVorss

Employee Benefits Consultant, Financial Representative, Principal Securities Registered Representative

Alexis has an extensive background in business management, finance, and business marketing. She has been in the insurance and financial industry for over a decade, aiding her client's in strategic business planning, including business and financial decisions with respect to insurance contracts and policies. Additionally, she works with families personal decisions for insurance and financial options when it comes to the vast range of options available today.

She is detail oriented, very organized, and works with integrity.

Alexis currently acts as the President Elect chair for the local Sacramento Association Health Underwriters. In her spare time, Alexis enjoys spending time with her family, and volunteering while helping the children at her daughter's school and in her daughter Youth Cheer program, Oak Ridge Jr Trojans.

Address

Folsom, CA
95630

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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