Julie Scheffer, Financial Advisor located in Louisville, CO

Financial Advisor
Julie Scheffer

MBA, CFP®, ABFP®, AAMS®
133 Mccaslin Blvd Suite C, Louisville, CO 80027opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • College Savings
  • Divorce Finances
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ABFP®

    Accredited Behavioral Finance Professional™

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Hiking
  • Traveling
  • Baking
  • Wine Collecting/Enthusiast

Team Members

  • Jessica Jarrar
    Sr. Branch Office Administrator
  • Vivian Harper
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:30PM
Tue 08:30AM - 05:30PM
Wed 08:30AM - 05:30PM
Thu 08:30AM - 05:30PM
Fri 08:30AM - 02:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(720) 389-7386

Fax

(877) 568-7558

Office Address

133 Mccaslin Blvd Suite C
Louisville, CO 80027opens in a new window

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