We have been clients with Julie since 2006 as our financial advisor on the recommendation from our accountant. We feel that she has greatly helped us with all our financial needs as we moved toward retirement. When we set up an appointment to see Julie at her office she will telephone first to get a feel for where we want to proceed with our investments.
Prior to our meeting she has prepared an account summary and a strategic plan for us to move forward. With having Julie so organized with printed copies for us, it makes it easier for us to understand what we are actually doing with our money. Julie takes the time to explain everything to us and never do we feel that she is rushing us to make a decision that we are not comfortable about.
Julie offers seminars occasionally at her office and we have attended a few over the years. They have been informative and actually we moved some investments into one of the companies that participated and have been very pleased with the return over the years and as we move forward. She also attends a lot of conferences and gets new ideas and perspectives on where the markets are and where they are headed.
Julie cares about her clients. We feel that she is always looking out for what is best for us. We appreciate too that she remembers birthdays and special anniversaries.
We would definitely recommend Julie to anyone needing a financial advisor.
