Testimonial by Helene B. (1956) - Executive Assistant
I have been a client of Julie Delaney for several years now and I am very pleased with her services. Julie is personable, enthusiastic and knowledgeable.
I always learn from my discussions with her as she passes along detailed information based on thorough research. Julie makes good suggestions and patiently explains concepts.
As a client, I feel Julie is attentive to my needs and she has her clients’ interests at heart. She initiates conversations as well as promptly responds to her clients.
Julie has been most helpful in preparing me for the future with my investments and estate planning.
I am happy to recommend Julie as a Wealth Adviser.
- Helene B. (February, 2017)
The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.