Westcore Funds Advisor Referral Program

Find a Financial Professional in Your Area!

Find a Financial Advisor in Your Area

Resources to Learn About Financial Planning

-	What You Should Know About Financial Planning

-	How to Choose a Financial Planner

-	10 Questions to Ask When Choosing a Financial Planner

-	Checklist for Interviewing a Financial Planner

	and more...

Today, there are over 8,000 mutual funds to choose from, not to mention the numerous other investment options available! Many investors learn that finding the right investment option to meet their financial future needs is an ongoing challenge. Westcore Funds realizes this and has provided various resources to assist you in making the task of managing your money easier and even enjoyable.

Westcore's Advisor Referral Program is intended to educate you on the roles of a professional financial advisor and promote a better understanding of the value a financial professional can bring to managing your retirement or investment portfolio. Additionally, there are resources within this section that will provide you with tips on choosing a Financial Advisor and specific questions to ask when choosing an Advisor.

Looking for a Financial Advisor in Your Area?
Simply click on your state below for a list of advisors in your area:

California	New York
Colorado	North Dakota
Florida	Ohio
Illinois	Oklahoma
Indiana	Pennsylvania
Louisiana	Tennessee
Maryland	Texas
Massachusetts	Vermont
Michigan	Virginia
Missouri	Washington
New Jersey	Wyoming
New Mexico

Can't Find a Financial Advisor in Your Area?
If you are looking for an advisor in a state that is not listed, please contact Westcore Funds Advisor Services department via phone at 1-800-734-WEST (9378) or via email at advisorsupport@westcore.com for a referral to an industry association that will be able to assist you.

Want To Be Included in Our Advisor Referral Program?
If you are a financial advisor and would like to be included in our referral list, please complete our online registration form or call our Advisor Service department at 1-800-734-WEST (9378).

Important Information Regarding this Program
In providing this service, Westcore Funds is neither guaranteeing nor endorsing the services of the Financial Advisors listed. These Financial Advisors provide services independent from Westcore Funds. This list of Financial Professionals is not all-inclusive. You may find a more complete listing of Financial Professionals in your area by such resources as a phone book.

Westcore Funds has made no independent verification or investigation of the qualifications and fitness of the persons or entities listed. Westcore Funds are 100% no-load.

To obtain a prospectus, which contains more complete information regarding potential risks and applicable fees and expenses, call 1-800-392-CORE (2673). Please read the prospectus carefully before you invest.

Westcore Funds are distributed by ALPS Distributors, Inc.

This web site and any software, graphic image, data and other non-text based materials available through this site are the proprietary property of Westcore Funds and/or third parties. Any use of the Westcore Funds name, or the text or graphic materials contained in this web site is prohibited.