James Berliner
Westmount Asset Management, Llc
Financial Planner in Newtown, CT
Address:41 Saw Mill Rd
Newtown, CT 06470
About James Berliner
James Berliner is a financial professional at Westmount Asset Management, Llc located in Newtown, Connecticut. James Berliner holds an industry securities registration subject to FINRA oversight having passed securities examinations including . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
James Berliner provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
James Berliner41 Saw Mill Rd
Newtown, CT 06470
Phone Number:
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Website:
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