Julie Sagatelian

Julie is the best Financial Advisor! She has been helping people with their money for years. She really knows what she is talking about! She took the time to sit down with me and she did not charge me for her time, even the second and third time. She helped me to make very important financial decisions. She helped my family, too, to make appropriate investment decisions. I am very grateful for her help. She has almost become a friend through the financial planning process. I now have a financial plan and I know what I, and my family, are doing with our money. I now have an achievable plan for retirement. My family has created a budget that works for us, and we are putting money away every month. I’m not so worried about the future anymore. I am now excited for the future. Julie’s slogan is true– she really does «help people to make the most of their financial futures.» And with what I have learned from her, I can now teach my friends and family how to budget and about the importance of putting money away. I now understand the importance of managing my money and of smart investing. I am glad that I was referred to Julie Sagatelian at Waddell & Reed! She kind of changed my family’s life.