Justin Bodnar

Justin Bodnar Email and Phone Number

Co-Founder and Vice-President @ Vermont Wealth Management
Williston, VT, US
Justin Bodnar's Location
Williston, Vermont, United States, United States
Justin Bodnar's Contact Details

Justin Bodnar personal email

About Justin Bodnar

I provide the right financial products for you.Individuals/Families • Businesses • Municipalities Specializing in Multi-Portfolio Management & Planning to assist Accredited Investors act institutionally(act like an endowment). I help small/medium size business owners by providing both individual advice and business solutions. This includes window shopping your 401k plan and/or managing SEP IRA's.If you are in wealth preservation, I provide competitive fixed-income products and strategies; such as T-Bills, Corporate/Municipal Bonds, and Annuities.If you seek higher yields I can connect you with Reg D products like Hedge Funds, Innovative REITS, 1031 exchanges, Land Easements, Venture Capital products, Private Placements, Opportunity zone funds, and others alike. Investment-backed credit lines are available. Ask for rates.Want an evaluation of your current accounts? Simply reach out or go to the website.Skilled in Wealth Planning, Retirement Income Strategies, Investment Management, Stock Analysis, ETF's, Retirement/Legacy Planning, Bonds, and Options trading.Due Diligence includes Macro to Micro technical analysis, including Geo-Political & Behavioral Finance. Fiduciaries are legally bound to act in your best interest; there is a spectrum to how much risk you should vs. want to take. We discover your goals, implement a set strategy, and consistently re-evaluate.VTWealth.Management offers Securities through International Assets Advisory LLC (“IAA”), an Independent Registered Broker/Dealer - Member FINRA/SIPC. Investment Advisory Services are offered through International Assets Investment Management, LLC (“IAIM”) or Global Assets Advisory (“GAA”), a SEC Registered Investment Advisor. IAA, IAIM, and GAA are affiliated companies. ATX Financial is unaffiliated with IAA, IAIM, and GAA.VTWealth.Management may only conduct business with residents of the states for which they are properly registered, therefore, a response to a request for information may be delayed. Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing.

Justin Bodnar's Current Company Details
Vermont Wealth Management

Vermont Wealth Management

View
Co-Founder and Vice-President
Williston, VT, US
Employees:
1
Justin Bodnar Work Experience Details
  • Vermont Wealth Management
    Co-Founder And Vice-President
    Vermont Wealth Management
    Williston, Vt, Us
  • Vermont Wealth Management
    Co-Founder & Vice-President
    Vermont Wealth Management Jun 2024 - Present
  • Atx.Financial
    Founder & President
    Atx.Financial Jan 2020 - Present
  • International Assets Advisory
    Financial Advisor
    International Assets Advisory Apr 2017 - Present
    Orlando, Fl, Us
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Feb 2014 - Apr 2017
    New York, Ny, Us
  • Valic
    Financial Advisor
    Valic Jun 2011 - Feb 2014
    Houston, Tx, Us
  • Edward Jones
    Financial Advisor
    Edward Jones Nov 2009 - Jun 2011
    St. Louis, Mo, Us

Justin Bodnar Skills

Retirement Planning Wealth Management Mutual Funds Series 7 Retirement Asset Allocation Investments 401k Insurance Investment Advisory Securities Asset Management Financial Advisory Bonds Financial Planning Risk Management Portfolio Management Fixed Income Strategic Financial Planning 401k Rollovers Saving For Education Hedge Funds Options Capital Markets Retirement Income Strategies Long Term Care Stocks Etfs Alternative Investments Real Estate Investment Trust Municipalities Financial Services Rollovers Leadership Management

Justin Bodnar Education Details

  • University Of Vermont
    University Of Vermont
    Business

Frequently Asked Questions about Justin Bodnar

What company does Justin Bodnar work for?

Justin Bodnar works for Vermont Wealth Management

What is Justin Bodnar's role at the current company?

Justin Bodnar's current role is Co-Founder and Vice-President.

What is Justin Bodnar's email address?

Justin Bodnar's email address is ju****@****ail.com

What schools did Justin Bodnar attend?

Justin Bodnar attended University Of Vermont.

What skills is Justin Bodnar known for?

Justin Bodnar has skills like Retirement Planning, Wealth Management, Mutual Funds, Series 7, Retirement, Asset Allocation, Investments, 401k, Insurance, Investment Advisory, Securities, Asset Management.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.