Retirement planning has been given a bit of a lift... With bipartisan support in both the house and senate, SECURE Act 2.0 was signed into law in late December, 2022. The overall goal of the Act is to address the difficulty Americans face in saving for retirement. Some helpful planning opportunities have been created as a result of the law; see details in our recent blog! 💯 https://lnkd.in/dvX-nTmx #retirementplanning
WestView Investment Advisors
Financial Services
Burlington, Vermont 115 followers
We help you understand and simplify your finances while serving as a professional resource for all financial matters
About us
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.
- Website
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http://www.westviewinvest.com
External link for WestView Investment Advisors
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Burlington, Vermont
- Type
- Privately Held
- Founded
- 1998
- Specialties
- Portfolio Management, Financial Planning, Retirement Planning, Financial Consulting, Education Planning, Investment Advice, Estate Planning, Long Term Care Planning, Financial Advice, Pension Planning, and Quarterly Newsletters
Locations
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Primary
Get directions
118 Pine St
Burlington, Vermont 05401, US