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Julia Lembcke, CFP®, ChFC®, CLU®, CLTC, ChSNC®

URS Advisory

Julia Lembcke, CFP®, ChFC®, CLU®, CLTC, ChSNC®

URS Advisory

Julia Lembcke, CFP®, ChFC®, CLU®, CLTC, ChSNC®

URS Advisory

Profession LogoFINANCIAL PLANNER

Julia and her team realize the importance of asking critical questions about your needs and expectations, and best of all, they listen! They want to hear your story, your family values, your life goals, fears, and wishes for the next generation.

Firm Description

Julia and her team realize the importance of asking critical questions about your needs and expectations, and best of all, they listen! They want to hear your story, your family values, your life goals, fears, and wishes for the next generation.

Hours

Day From To
Monday 8:30 AM 4:30 PM
Tuesday 8:30 AM 4:30 PM
Wednesday 8:30 AM 4:30 PM
Thursday 8:30 AM 4:30 PM
Friday 8:30 AM 4:30 PM

Cost

What Is a Special Needs Planner?

Main Office

2247 Palm Beach Lakes Blvd
Suite 106
West Palm Beach, FL 33409

900 SE Ocean Blvd.
Suite F-253
Stuart, FL 34994

1001 W. Indiantown Rd.
Suite 102
Jupiter, FL 33458

On the web

View Firm Website

View Firm Blog


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts