IntentWire - Top MSP & MSSP Database Platform
WestView Investment Advisors logo

WestView Investment Advisors

About WestView Investment Advisors

WestView Investment Advisors is an independent fee-only, registered investment advisory firm located in Burlington, Vermont. Our goal is to help clients financially succeed by partnering with them to grow and protect their assets while managing through all of their life transitions. We take pride in our ability to help clients understand and simplify their finances while serving as a professional resource for all their financial matters. We are a fee-only investment management and financial planning firm working with young professionals, families and small businesses. Call us for more information or to set up an informational meeting to discuss how we can help you.

Min project size

50,000+

Hourly rate

50 / hr

Employees

4

Locations

United States

Year founded

Founded 1998

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

Share Your Experience

Help others by sharing your experience with this company

No reviews yet

Be the first to review this company!