Julian Strategic Alliance Group

CONNECT

Address:

1037 Truman St. Ste C
Kimberly, WI 54136

Phone:

920.830.4962

Our Services

 We are proud to offer the following services:

  • Wealth Management
  • Financial Planning
  • Taxation Efficient Strategies
  • Retirement Planning
  • Insurance Products (life, disability, long-term care, group products)
  • Estate Planning Strategies 
  • Education Funding Strategies 
  • Investment Management
  • IRA Consolidations/Rollovers
  • Small Business Planning
  • Lump Sum Pension Distribution
  • Pension Payout Alternatives
  • Pension Transfers/Rollovers
  • Charitable Giving Strategies
  • 401K/Group Retirement Plans

 

We will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstance. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck