Bruce R. Julien
- Role
- Financial Advisor at Julien Planning, Llc
- Location
- Hackensack, NJ, US
- LinkedIn followers
- 500 followers
About Bruce R. Julien
Most of you are not addressing all THREE ISSUES successful people face in continuing to…
Experience
Financial Advisor
Mar 2017 — Present
This is my 29th year helping people create and protect tax advantaged income for retirement. From planning investment portfolios to increasing income and cutting taxes, sometimes as drastically as 50% for over 700 families, I’ve committed to helping even more people succeed financially. My Clients:> Are proactive about planning for retirement and increasing retirement income > Want to protect capital if possible > Know reducing taxes means increased income and wealth > Get TRULY personalized, tailored planning; NOT cookie cutter planning, NOT overwrought books called a financial plan, and NOT inappropriate product sales. Public Work:> I’ve advised and trained brokers at 4 national brokerage firms (I outlasted 2 of those firms)> Spoken at Columbia Presbyterian Hospital and many of the major Senior Centers in Bergen County, NJ > Speaker at innumerable seminars and workshops for co-professionals- Advisory services offered through Julien Planning, LLC a Registered Investment Advisory in the State of New Jersey. Tax Services are offered through Julien Financial, LLC, an affiliated company. Insurance products and services are offered through Bruce Julien, an affiliated person.
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