Broker Intel

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General Info

Welcome to Julia Berner at Broker Intel — where financial aspirations meet expert guidance. my comprehensive services encompass strategic financial planning, tailored mortgage solutions, and reliable insurance advice. Backed by years of industry expertise, I specialize in a full holistic approach whilst navigating the complexities of financial landscapes to secure your future.Whether you're seeking to invest, buy a home, or safeguard your retirement, I am your dedicated partner. I craft personalized financial blueprints to actualize your dreams while ensuring protection through our wide-ranging insurance coverage options.Let us pave the way towards financial stability and growth together. Contact me today and experience the assurance of a secure financial future!"

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Financial Services, Insurance Agents & Brokers, Mortgages & Loans, Retirement Planning

What Makes Us Different

I redefine traditional financial services by merging extensive experience in real estate, psychology, and the financial industry. My approach stands out as a holistic and culturally sensitive financial planning service that delves into diverse money behaviors and cultural influences. My unique blend of expertise allows me to craft personalized financial plans that align with your cultural inclinations and individual money behavior. From mortgage solutions shaped by real estate expertise to insurance advice rooted in psychological insights, I offer a comprehensive suite of services designed to meet your unique needs. Embrace a new era in financial planning that honors diversity, embraces cultural influences, and nurtures a deep understanding of money behavior. Experience the difference with Julia's Financial Planning today