Kathy

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"After the passing of my husband, it was the first time I had sole decision making of my financial affairs.  Julianne made that transition much more manageable. Over the years,…

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Laurie

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"I was introduced to Julianne at a time of great turmoil in my life. She provided me with information and guidance which has helped me to make major life decisions…

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Suzette

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"Julianne has been my biggest advocate and ally during the most terrifying and uncertain time of my life. Her professionalism, dedication, and expertise made all the difference. I truly don’t…

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Kim

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"I didn’t even know what a 236(b) was, let alone how to answer the questions! Julianne made me feel like I was going to be okay—even on those nights I…

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