Julie helps today’s modern family achieve their goals through disciplined investment and risk management techniques. With her broad array of investment and protection products, from industry-leading financial companies, she provides the solution for any situation her clients present. As a CFP® certificant with years of experience, she takes a holistic approach, spanning many market cycles and tax law changes, leaves her uniquely positioned to assist families in meeting their goals in any environment.
THE PARADIGM SHIFT
The paradigm shift occurring now is taking us beyond the concept of saving and accumulating enough money. It’s requiring people to become more responsible with how they handle that pool of money and answer the question: “How do we use the money we’ve saved to make it an income that lasts a lifetime?”
As a resident of Huntington, Julie enjoys her downtime with her husband Danny, their daughter Jolina and their two dogs Zoey and Oliver.
Julia A. Deliso is licensed to sell Insurance Products in the following jurisdictions:
CT, DE, FL, NC, NJ, NY, SC
Julia A. Deliso is licensed to sell Securities Products in the following jurisdictions:
CA, CT, FL, DE, NC, NJ, NY, PA, SC, WA
1393 Veterans Memorial Highway
Suite 307 S
Hauppauge, NY 11788
6800 Jericho Turnpike
Syosset, NY 11791
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Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) AND are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory services ARE offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. SIPC.org 6800 Jericho Turnpike, Suite 202W, Syosset, NY 11791, 516.364-4203. CRN202604-4189495
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