Joe Lemois, MBA Managing Director Westshore Financial Group

Joe Lemois, MBA Managing Director Westshore Financial Group I Create powerful, customized financial strategies that work towards giving clients clarity and confidence in their future.

I optimize their investment allocation to help maximize growth and unlock their full potential Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 4200 W CYPRESS STREET, SUITE 700, TAMPA FL, 33607, 813-289-3632. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a

wholly owned subsidiary of Guardian. Westshore Financial Group Inc is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. /COMPLIANCE:2023-5837/

06/15/2026

More than half of Gen Xers say they’re not on track to save enough to maintain the lifestyle they want in retirement. Here are five things you can start doing today that may help you feel more on track with your retirement planning

06/12/2026

Tips to help women become more confident in financial decision-making and set themselves up for a healthy financial future.

Secrets of the Temple: How the Federal Reserve works.
06/10/2026

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Check out this video on taxes.
06/08/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
06/05/2026

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

Can money buy happiness? It depends. Happiness doesn't sit on a store shelf with a price tag, but these 5 spending tips ...
06/03/2026

Can money buy happiness? It depends. Happiness doesn't sit on a store shelf with a price tag, but these 5 spending tips may make your days a little brighter.

Building proactive, sustainable financial habits can help increase a person's well-being no matter what their salary

A family-centered financial plan can help you:✅ Prepare for college costs✅ Plan for retirement (yours and your parents’)...
06/01/2026

A family-centered financial plan can help you:

✅ Prepare for college costs

✅ Plan for retirement (yours and your parents’)

✅ Protect loved ones with insurance

✅ Navigate estate planning and wealth transfer

Financial planning with your whole family can allow you to create, manage, and transfer wealth to benefit everyone

Children with special needs may need ongoing help after their parents are gone.
05/29/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

A life insurance policy is more than just a contract, it’s a commitment to fulfill a promise when you needed most. From ...
05/27/2026

A life insurance policy is more than just a contract, it’s a commitment to fulfill a promise when you needed most. From customer to advocate, watch Joleen’s personal journey to finding solace in times of crisis.

Watch Joleen's journey to find comfort in times of crisis

How much do you know about stocks?
05/25/2026

How much do you know about stocks?

Understanding how a stock works is key to understanding your investments.

Address

2200 Lucien Way Suite 320
Maitland, FL
32751

Opening Hours

Monday 10am - 6pm
Tuesday 10am - 6pm
Wednesday 10am - 6pm
Thursday 10am - 6pm
Friday 10am - 6pm

Telephone

+13212624585

Website

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