Edward Jones - Financial Advisor: Julie A Martinez, CFP®|CEPA®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management

About

Julie A Martinez is a Certified Financial Planner (CFP®) and financial advisor based in Erie, Colorado. She provides personalized financial planning and investment guidance to clients in the local area. Her services include retirement planning, education savings strategies, and tax-smart investment management. Julie is dedicated to helping individuals and families achieve their financial goals through face-to-face consultations.

Reviews

Location

Business Information