Edward Jones - Financial Advisor: Julie Barter Lucas, CFP®|AAMS®

Services Offered

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

About

Julie Barter Lucas is a Certified Financial Planner (CFP®) and financial advisor based in Hallowell, Maine. She provides personalized financial planning and investment guidance to clients in the area. Julie specializes in retirement planning, education savings strategies, and tax-efficient investment management. Her approach emphasizes face-to-face consultations to help individuals and families achieve their financial goals.

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