WestView Investment Advisors
WestView provides the financial expertise to protect and grow your assets while providing a level of service and disciplined investment philosophy that transcends the Wall Street mentality. We offer independent, transparent, fee-only services to our clients and believe in exceptional service. We are available for any financial questions you may have. Our team approach unites planning, service, and portfolio management and has enabled us to forge strong relationships with our clientele in the process of helping them achieve their financial goals.
The mission of WestView Investment Advisors is to help individuals, families and small businesses achieve their financial goals in the most prudent, transparent, and risk conscious manner possible. WestView provides the financial expertise to protect and grow your assets while providing a level of service and disciplined investment philosophy that transcends the Wall Street mentality. We offer independent, transparent, fee-only services to our clients and believe in exceptional service. We are available for any financial questions you may have. Our team approach unites planning, service, and portfolio management and has enabled us to forge strong relationships with our clientele in the process of helping them achieve their financial goals. Principals Roy Sokolowski and Ben Nostrand work closely together to strengthen their investment philosophy and management process, while the third part of the management team, Pat Sokolowski, CFP®, is responsible for financial planning, client services and operations.
Address: 95 College Street, Burlington, Vermont, 05401 United States
Phone: +1 802 489 5342
FAX:
