Julie Delaney

My Background

My mission: CRS -Comfort...Reassurance...Security... in pursuit of their current & long term wealth goals. Listening to my clients and understanding their concerns are what I do best. Having gone through challenging life experiences, loss of my father at a young age, having to manage my mother's finances, and being a single parent, I am able to understand how complicated and overwhelming things can be. I am committed to developing Financial and Estate Solutions that are specifically tailored to suit each client’s individual needs. My objective is to preserve, grow and transfer their estates with ease and peace of mind. In addition, I wish to educate women to assume responsibility in managing their own wealth. I work closely with my professional business partners to serve them best. My clients are business owners, professionals and retirees.