I am an Expert in

Financial Advice

Julianne Iwersen-Niemann takes the time to listen to you, learn your goals, and then create your plan using philosophies that reflect the latest industry insights and market trends.

Get Started
Julianne Iwersen-Niemann

About Julianne Iwersen-Niemann

Building wealth is easy when you work with Julianne

Julianne Iwersen-Niemann counsel her clients on their key strategic issues, leveraging our deep industry expertise and using analytical rigor to help them make informed decisions more quickly and solve their toughest and most critical financial problems.
  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Wealth Management
  • Retirement & College Savings
  • Business Owners
Read More

Let`s start planning your financial future today

Actually, I’ll listen as you explain your needs, dreams, and fears. Then I’ll design a personalized plan that explains how we can help you reach your financial goals.

We work together to implement the plan. Then I keep you updated on where you stand and adapt the plan as life happens.

I`m here for you whenever you need. Call me at any time, for any reason. Buying a new car? Ask my advice. Been offered a new job? Give me a call. Daughter got engaged. Congrats – I`ll help you figure out how to pay for the wedding!

  • Insurance & Annuities
  • Cash & Credit
  • Stocks, Bonds & Mutual Funds
Choose best Services

Business Growth

Market Analysis

Operations Consulting

Risk Mangement

Happy Clients
0
Years of experience
0
Portfolio
0
State Licenses
0

what we do

Do you have any question? Feel free to contact us

Services
Work with us
Play Video

Testimonials

Read what my clients say about my level of service and the success that they’ve achieved

A very professional financial advisor, Julianne is true to her word. She has demonstrated a high amount of integrity in the time I have known her, and she is fast to respond to my concerns. I feel that Julianne Iwersen-Niemann is genuinely putting my financial gains before her own, a quality that comforts me in my investments.

Julianne Iwersen-Niemann is the kind of passionate and trustworthy financial advisor you don’t come across every day. She has provided the helping hand to dream that much more and make that dream a possible reality. Thanks, Julianne!

In just 2 very short meetings with Julianne Iwersen-Niemann, she managed to find the solution personally catered to my situation and expectations.

 

Punctual, well informed and very reliable.

© Copyright 2024

Julianne Iwersen-Niemann. All Rights Reserved