West Bay Financial Group

CONNECT

Address:

53 Court Street
Plattsburgh, NY 12901

Phone:

(518) 561-9674

Fax/Other:

(518) 561-5146

Joseph Garcia

Partner

 

Joe graduated from SUNY Plattsburgh (77). Joe and his wife Carole have raised their family (three sons-now married) in the North Country for the last 42 years.  Spending his first 10 years after college with a National wine wholesale distributor, Joe then changed his career to become a financial professional.  Working for a major financial firm for the first fifteen years, he has worked independently for the last 13 years.  Joe became a partner at West Bay Financial Group, LLC two and a half years ago.  Joe represents the Vermont Agency, (a financial services firm) based in Colchester, Vermont who serves as a general agency for the National Life Group located in Montpelier, VT.  He is life and health licensed and has FINRA registrations for Series 63 and Series 7 in ten states.

 

He enjoys being active, the outdoors, traveling with his wife of 42 years, spending time with his grandchildren and gardening.

 

The ability to conncect with his clients has enabled Joe to build trusting professional relationships that are rewarding and long lasting.  He believes the building blocks of any relationship start with truthful conversations.  Then the steps for developing investment plans for protecting and accumulating family wealth can proceed.

Phone 518-561-9764
Fax 518-561-5146
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck