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Our clients include surgeons, CEOs, cattle ranchers, attorneys, engineers, law enforcement organizations, farmers, lobbyists, teachers & more.
Dan HayesCEO, Universal Custom Display
After vetting West Coast Swiss group for 6 months and running them by my accountant, I was convinced they could actually do everything they said they could. I believe in them so much that I've passed their name to many of my key people and personal friends. Can't say enough good things about them. 
Todd WillieFormer CEO, Unisys
I am a CFO and had other insurance vehicles I was using, but when I compared them to West Coast Swiss Group's products and strategies, it was a no brainer. I looked at the costs of the insurance products versus all the upsides and frankly it was an easy decision. Highly recommend.
Aaron MartellaCEO, Direct Nut
We are pitched so many financial products, but we had never met a team with the kind of pedigrees they have at WCSG. It's hard to believe that we have access to leverage, received a bonus for moving our savings over, have no downside risk, can access our money for little to nothing while having uncapped gains, but WCSG can. When you have the level of experience on their team, it gives you confidence that your money is safe with them.
Art GonzalesCEO, California Correctional Supervisors Organization
Our 5000 members deserve the most experienced financial people and as many product options as possible. After speaking at our annual conference, our leadership has come to understand their philosophies and products and are very excited about their retirement options. Our leadership throughout California met with WCSG on many occasions and we now see them as our 'go to' for our almost retired and retired members. Mark and Joe have been reliable and professional and the feedback has been overwhelming.