Julie Parks, Financial Advisor located in Otsego, MN

Financial Advisor
Julie Parks

CFP®, CRPC™
16201 90th St NE, Suite 208, Otsego, MN 55330opens in a new window
Accepting New Clients
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Focus Areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Divorce Finances

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Reading
  • Baking
  • Sewing
  • Sailing

Team Members

  • Kimberly Stokes
    Branch Office Administrator
  • Jayna Valerius
    Sr. Branch Office Administrator

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(763) 463-5920

Fax

(855) 673-0687

Office Address

16201 90th St NE
Suite 208
Otsego, MN 55330opens in a new window

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