Julie Barter, AGT - Edward Jones

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Duncklee & Nott is a reputable financial advisory firm based in Hallowell, ME, offering a comprehensive range of wealth management services. With a history of excellence and a commitment to giving back to the community, they provide expert guidance in areas such as accumulation, risk management, taxation, business planning, retirement planning, estate planning, and retirement consulting for both employees and employers. As a registered investment adviser and broker-dealer, Duncklee & Nott ensures that their financial advisors are properly licensed to discuss and transact business with residents of the states in which they operate. They prioritize client satisfaction and offer personalized solutions, separate from fixed insurance products, to help individuals and businesses achieve their financial goals. With a user-friendly website and a focus on data security, Duncklee & Nott is dedicated to providing efficient access to information and services that cater to their clients' financial needs.Generated from the website