Julie Hassna CFP - Roseville, California

Address: 1420 Rocky Ridge Dr #340, Roseville, CA 95661.
Phone: 66263322.
Website: hassnafinancialteam.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.

📌 Location of Julie Hassna CFP

Julie Hassna CFP 1420 Rocky Ridge Dr #340, Roseville, CA 95661

⏰ Open Hours of Julie Hassna CFP

  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Okay, here’s a detailed overview of Julie Hassna CFP, formatted as requested, aiming for a formal and helpful tone:

Julie Hassna CFP: A Dedicated Financial Planning Professional

For individuals seeking expert guidance in navigating the complexities of personal finance, Julie Hassna CFP presents a focused and approachable service. She operates from her office located at Address: 1420 Rocky Ridge Dr #340, Roseville, CA 95661, and can be readily contacted at Phone: 66263322. Her website, Website: hassnafinancialteam.com, offers a wealth of information for prospective clients.

Specialties: Julie Hassna CFP's primary area of expertise is financial planning. This encompasses a broad range of services tailored to meet the unique needs of her clients. She assists individuals in developing comprehensive strategies for retirement planning, investment management, estate planning, and overall financial security. Her commitment lies in providing personalized solutions designed to help clients achieve their long-term financial goals.

Key Features & Accessibility:

Personalized Approach: Julie Hassna CFP prioritizes building strong client relationships based on trust and understanding. She takes the time to thoroughly assess each client's individual circumstances, objectives, and risk tolerance.
Comprehensive Planning: Her services extend beyond simple investment advice; she focuses on a holistic view of a client's financial life.
Accessibility: Recognizing the importance of inclusivity, the office is designed to be wheelchair accessible, featuring a dedicated entrance, parking lot, and restroom. This demonstrates a commitment to serving a diverse clientele.
Appointment Recommendation: While walk-ins are considered, appointments are strongly recommended to ensure sufficient time for a detailed consultation and planning session.

Important Information:

| Detail | Information |
| ------------------ | ----------------------------------------- |
| Location | 1420 Rocky Ridge Dr #340, Roseville, CA 95661 |
| Contact Phone | 66263322 |
| Website | http://hassnafinancialteam.com/ |
| Specialization | Financial Planner |

Client Feedback & Current Status: Currently, Julie Hassna CFP has 0 reviews on Google My Business, resulting in an Average opinion: 0/5. This indicates a limited public feedback base at this time.

Concluding Recommendation:

Julie Hassna CFP offers a dedicated and accessible service for those seeking a knowledgeable and personalized financial planner. While initial reviews are limited, her commitment to accessibility and a client-centered approach are noteworthy. We strongly encourage anyone seeking expert financial guidance to visit her website at hassnafinancialteam.com to schedule an initial consultation and explore how her services can contribute to a more secure and prosperous financial future. Contacting her directly via the phone number provided will facilitate a quick and efficient connection.

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