portrait of Julia Kretlow
FINANCIAL ADVISOR

Julia Kretlow

CFP®, AAMS™, CRPC™
56 S Flynn Road, Suite 1, Westville, IN 46391opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Domestic Partner Finances
  • Sustainable investing

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Animal Rescue
  • Antiquing
  • Pets
  • Volunteering
  • Reading

Team Members

  • Jenna Sullivan
    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 By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Phone

(219) 785-6173

Fax

(833) 276-2185

Office Address

56 S Flynn Road
Suite 1
Westville, IN 46391opens in a new window

Mailing address

P O Box 301
Westville, IN 46391

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