PROFESSIONAL FINANCIAL GUIDANCE FOR A LIFETIME. Abrams Financial Group services families, individuals, and businesses. Julie is a published author of two books.
We consider our independence a great strength because we work solely for the benefit of our clients. We strive to meet client expectations through a deep understanding of their goals and what it takes to achieve them. Our primary metric of success is continual client satisfaction. Our integrated and customized approach has earned us a reputation for crafting innovative solutions for our clients. J
ulie Abrams has over 35 years of experience in the Financial Services Industry. Julie has a vast knowledge of investments and insurance products within her expertise in Retirement Planning. In 2005 Julie became the sole owner and President of Abrams Financial Group, Inc. The company has offices in Tampa, Florida, and Sandy, Utah. Her most recent book, Retirement Planning, explains how to navigate your financial future throughout retirement. Julie has over 400 clients located across the country. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Abrams Financial Group are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information.
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