Ray Julian is a practicing financial planner with expertise in investments, retirement income and financial planning.
Specialties:
Ray Julian’s practice focuses on delivering cost-effective one-stop solutions for family trust administration, providing objectivity and intelligence to financial decisions. Diagnostic analysis helps individual investors avoid the more common mistakes: panic, overconfidence, under-diversification, over-diversification, speculative trading, investing for yield instead of total return, and misuse of leverage.
175 Federal Street, Boston, MA 02110
Ph: (617) 896-3500 Fax: (617) 227-5505
Toll-free: (800) 556-8600
clientservices@e-winslow.com
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