Justabout Wealth Management
Our purpose is to help our individual clients to reach all of their financial goals through building trusting relationships and customizing financial planning and investment management solutions to meet their personal needs. On the retirement plan side, our purpose is to provide a customized and comprehensive solution for our corporate clients and to protect them through acting as a fiduciary. We put ourselves on the same level of fiduciary responsibility as the plan trustees.
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Verified contacts
7
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
20
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- MH
Michelle Hoffmann
Administrative Assistant · Operations
EmailPhone - BC
Brian Cartier
Financial Advisor · Finance & Accounting
EmailPhone - CH
Christian Hoffmann
Intern · Finance & Accounting
EmailPhone - MB
Michael Bell
Financial Advisor · Finance & Accounting
EmailPhone - JL
Jodi Landucci
Chief Operating Officer · General Business & Management
EmailPhone
Showing 5 of 7 verified contacts
Top roles at Justabout Wealth Management
5 distinct titles indexed · top 5 shown.
- 3financial advisor
- 1administrative assistant
- 1chief operating officer
- 1elon university
- 1intern
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