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Raymond C. Julian, CFP®

Winslow, Evans & Crocker, Inc.

175 Federal Street
6th Floor
Boston, MA 02110-2264
Phone: (617) 896-3565
Fax: (617) 896-3502

Toll-free: (800) 556-8600

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Banking
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Real Estate
  • Job Loss
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth
  • Medical & Health Issues
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.