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  • Financial Review
    I am committed to one-to-one service excellence and providing comprehensive financial advice on investments, insurance, retirement, tax, cash management, estate, education and charitable giving strategy.
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Business Information

Hours Mon9:30am - 5:00pm
Tue9:30am - 6:30pm
Wed9:30am - 7:00pm
Thu9:30am - 7:00pm
Fri9:00am - 4:00pm
Closed Christmas Day
Dec 25, 2017
  Boxing Day
Dec 26, 2017
  New Year Day
Jan 1, 2018
Phone (705) 719-6773
Location Get directions
Website Company website
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Recent reviews

Visit with Julie

C.G. - Dec 3, 2016

I have worked with Julie since 2008. She helped me retire at a very young age. I am grateful for her knowledge which helped me make very difficult decisions. She talks to me in a language that I understand. I would highly recommend her.

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