Testimonial by Judy D. (1952) Business Owner
What prompted you to seek my services?
"You are honest, smart and talented when it comes to investments. The main reason I wanted to work with you though is that I trust you."
What situation or problem did you need to solve?
"I needed to find someone who truly had my interests at heart."
How did you benefit from working with me?
"I am no longer anxious about my investments and I feel totally comfortable discussing different issues. You helped me find creative solutions to a few tough problems."
If a potential client was on the fence about whether to work with me or not, what would you say to them?
"I would say not to hesitate and to work with Julie."
Did I offer more than you expected?
"Yes, you did. I got great advice and a person who is always available to discuss whatever comes up. Unfortunately, this is not a given in this industry."