Julieann Angie is native to Rochester. She has been a financial planner for 8 years, and calls Alliance Advisory Group home. Julieann studied English at Alfred University- a degree she believes gives her an edge in communication and conveying complex financial strategies in uncommon ways. She creates an environment of confidence, clarity, and daily empowerment by bringing balance back into her clients' financial picture through diversification of wealth and prioritizing liquidity. Personal financial self-awareness, self-empowerment, and liberating families from incorrect advice about money that is often misguided by sales tactics are the basis of her practice. She loves being the unbiased financial resource for all who feel they have none. Julieann is often preceded by her dog, Tumbleweed.
Registered Representative & Investment Advisor of Park Avenue Securities & Financial Representative of Guardian