Julie Sherman
FIC
Financial Associate
Financial guidance focused on your goals and values.
State(s) Licensed: AR Insurance Lic. #16507208, AZ, IA, MN, OH, WA, WI
Phone: (952) 540-7180
Address:
701 Xenia Avenue South Suite 550
Golden Valley, MN 55416
Financial guidance focused on your goals and values.
State(s) Licensed: AR Insurance Lic. #16507208, AZ, IA, MN, OH, WA, WI
Connecting Faith and Finances in Minneapolis
As a Financial Representative my goal is to establish an ongoing financial relationship with you to help you reach your financial goals. I specialize in helping people be more secure in areas of:
• Retirement income planning
• Investment management
• Protecting loved ones against the impact of long term care, death, and disability
• Charitable giving
• College planning
My office is centrally located to help service people in the surrounding areas of: Minneapolis. Call or stop by my office to learn more or set up an appointment.
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