Edward Giuliano
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Introduction: The difference between myself and other advisors is the pride I take in my work and the level of service I provide. I have the ability to save my clients money by shopping a multitude of providers for different insurance and investment needs. All financial plans are tailor made to meet the individual needs of my clients.
My passion for financial planning comes from a desire to help individuals reach their financial goals on their own terms. Knowing that I contributed to a client's early retirement or a child's college education because of a financial plan I helped create is the reason I enjoy my work.
Overview
Hired 3 times
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Reviews
Customers rated this pro highly for responsiveness, professionalism, and work quality.
5.0
3 reviews
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Hezekiah H.
Feb 28, 2018
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Hired on Thumbtack
Hired on Thumbtack
Personal Financial Planning
Neeta R.
Mar 30, 2018
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Hired on Thumbtack
Hired on Thumbtack
Personal Financial Planning
Carrie J.
Jan 30, 2018
I worked with Ed to help me with a few items. I needed help creating a budget and saving for retirement. He was very knowledgeable about avoiding taxes and did a great job at explaining this. He showed me multiple options and never made me feel pressured. I also got some life insurance. He looks at all the different companies so you know you are getting the best price. It was also cheaper than I thought it would be. I referred him to my sister.