Since 1995 Julie Schafer has been involved in managing our investment portfolio. My husband and I have always found Julie to be warm, friendly, courteous and professional in her manner towards us and others. She has offered us good level-headed guidance, aimed at enjoying the journey along the way to building a comfortable self-funded retirement, which we are about to enter. We feel confident and secure with Julie managing our investments during the next phase of our lives and wish her continuing success in her business in the years to come.
Assisting you to reach your maximum potential.
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