Julia Weston
MBA, CFP®, FIC, CLTC®
State(s) Licensed: CT, FL, MA, ME, NC, NH, NY, PA, RI, SC, VT
1789 New Britain Ave Suite 22
Farmington, CT 06032
State(s) Licensed: CT, FL, MA, ME, NC, NH, NY, PA, RI, SC, VT
I want to help you live the retirement of your dreams!
My greatest joy in life is my family. Second to that, it’s getting to tell a client, “Congratulations, you can retire when and how you want.” I also love meeting with clients every year as they journey through retirement and share good news about their travels and growing grandchildren. When things go awry, and they need a new roof or are managing a health issue, I am proud when I can say, “It’s going to be OK, because we planned for the unexpected too.”
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Location
Farmington Office
- Phone:
- 860-492-6800