MICHAEL JUILIANO

Financial Advisor

Address: 221 W. PHILADELPHIA ST., SUITE 112E , YORK , PA 17401
Call: 717-849-1051  |  888-639-2208    Fax: 717-849-1069
Email: michael.juiliano@wellsfargoadvisors.com Compose mail in a new window

My Background

Life is a journey filled with moments weaved into a tapestry that define who we are. Sometimes the threads of your life can become complicated by a life event. Challenging and uncertain at times. <br/><br/>As a Financial Advisor, my mission is to help you craft a legacy that echoes your unique narrative. It's about you, your journey and your life goals. <br/><br/>I can help clarify, coordinate, and manage your multiple lifestyle goals by providing the following services tailored to your unique situation: <br/><br/>- Comprehensive planning across all account types - individual, joint, business, taxable and tax-deferred: IRAs, 401k's, and rollover from retirement plans including ESOP's<br/>- Tailored liability management <br/>- Wealth transfer strategies<br/>- Legacy and business succession planning<br/>- Key person life insurance<br/>- Strategies for managing financial risk <br/><br/>You can expect a high level of service and ongoing dialogue, including regular portfolio reviews, performance analysis and implementing your personalized wealth strategy appropriate with your tolerance for risk and time horizon. <br/><br/>As our relationship grows, my goal is to be your Chief Investment Officer as the primary source of financial advice by leveraging the resources and capabilities of a world class wealth management organization to help you make informed decisions on your financial journey and move you comfortably into the next phase of your life.<br/><br/>If you don't have a financial partner for your Retirement Legacy Plan, reach out to me. Schedule a 20 minute "ask me anything" call. No question is off the table. You're not alone. We can be in this together.

Securities Registered in the following states: AL, AZ, CA, CO, DC, DE, FL, GA, ID, IL, LA, MA, MD, ME, NC, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, VA, VT
MICHAEL JUILIANO: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Pennsylvania : YORK Branch