Julia Jodoin, Financial Advisor

FINANCIAL ADVISOR
Julia E Jodoin

CFP®, AAMS®
7536 Gratiot Suite 2, Saginaw, MI 48609opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • LGBTQ+ Finances
  • Insurance & Annuities

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Culinary Arts
  • Traveling
  • Community Outreach
  • Golfing

Team Members

  • Justine Davis
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(989) 781-8903

Fax

(877) 222-7133

Office Address

7536 Gratiot Suite 2
Saginaw, MI 48609opens in a new window

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