Edward Jones - Financial Advisor: Julia M Herman, ChFC®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Julia M Herman is a Chartered Financial Consultant (ChFC®) and financial advisor based in Hales Corners, Wisconsin. She provides personalized financial planning and investment guidance to clients in the local area. Julia specializes in retirement planning, education savings strategies, and tax-efficient investment management. As part of Edward Jones, she emphasizes the importance of face-to-face conversations to help clients achieve their financial goals.

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