Verified recordFinancial Services

Julie Wolfe

Financial Advisor at Ameriprise Financial Services, Llc

Based in New London, United States

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Seniority

Staff

Department

Finance & Accounting

Location

New London

Industry

Financial Services

Company size

18K

Contact information

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j•••••••@ameriprise.com

Phone

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Background

About Julie Wolfe

Personalized financial and investment strategies Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

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