NJ
Nicole Julian
Administrative Coordinator at Westview Investment Advisors
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Work Experience
Administrative Coordinator
Jul 2021 - Present · 3 years and 5 months
Front Desk Representative
Feb 2018 - Aug 2021 · 3 years and 6 months
Executive Assistant
Jul 2012 - May 2015 · 2 years and 10 months
Company Details
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.
Year Founded
1998
Social Media
LinkedinFacebook
Industry
Financial Services, Retirement & Financial Planning
HQ Location
118 Pine St Burlington, Vermont 05401, US
Keywords
Portfolio ManagementFinancial PlanningRetirement PlanningFinancial ConsultingEducation PlanningInvestment AdviceEstate PlanningLong Term Care PlanningFinancial AdvicePension Planning
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