JH
Julianne Hertel
Founder And Financial Advisor at Dream Big Wealth Strategies
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Work Experience
Founder And Financial Advisor
Mar 2015 - Present · 9 years and 10 months
Financial Adviser
Sep 2007 - Present · 17 years and 4 months
Agent
Feb 2007 - Present · 17 years and 11 months
Company Details
In today’s complex world, hard-working people often live their lives maxed out, distracted and overwhelmed, never stopping to define what they’re trying to accomplish. Here at Dream Big Wealth Strategies, we know that when you clarify your dreams and bring them into focus, momentum will follow, and you can accomplish more in life than you ever thought possible. __________ Julianne Hertel, Michelle Anctil, and Marina Theberge are collectively are licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies collectively in the states of CA, CT, FL, GA, MA, MD, ME, MN, NC, NH, NY, OH, PA, RI, TX, VA, VT. *Julianne Hertel, Michelle Anctil and Marina Theberge are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication, collectively, is strictly intended for individuals residing collectively in the states of CA, CT, FL, GA, MA, MD, ME, MN, NC, NH, NY, OH, PA, RI, TX, VA, VT. No offers may be made or accepted from any resident outside the specific states referenced. *Julianne Hertel is registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering investment advisory services in the states of MA, CT, NH and NY. As such, these services are strictly intended for individuals residing in the specific states referenced. Dream Big Wealth Strategies LLC is not owned or operated by either NYLIFE Securities LLC or Eagle Strategies LLC or its affiliates. #Neither Eagle Strategies LLC, its advisors, NYLIFE Securities LLC or any of its affiliates or representatives, nor Dream Big Wealth Strategies LLC or any of its staff provide tax, legal or accounting advice. Please consult your own professionals for tax, legal, and accounting advice before making any decisions.
Year Founded
2007
Social Media
Linkedin
Industry
Financial Services
HQ Location
12 E Worcester St Worcester, Massachusetts 01604, US
Keywords
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