Interested in becoming a client? First, see if you fit Julie's ideal client profile (Read "Jackson, Grant: Are we right for you? You be the judge"). Then, call Patty DeBias or Ilona Kucharczyk at 203-322-1198 to arrange a telephone conference.
Want answers to questions Julie can address in her column? Email her at readers@juliejason.com.
Interested in having Julie present at your event? Email Ilona Kucharczyk at ilonakuch@juliejason.com.
Member of the media with questions about retirement income, investment education, sales practices, or financial advisers? Call 203-322-1198.
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