Life Insurance Broker | Tax Professional
About
When it comes to protecting your family and securing your financial future, you need someone you can trust to guide you through the process.
Here’s what makes my services stand out:
I understand that every family is unique, and so are their financial needs. That’s why I take the time to create customized life insurance solutions tailored specifically to your goals and budget. With a strong focus on education, I ensure you fully understand your coverage and how it benefits you in the long run.
My commitment doesn’t stop after you sign a policy—I stay in touch to review and adjust your plan as your life changes.
Overview
Background checked
1 employee
1 year in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Apple Pay and Zelle.
Social media
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Services offered
Service needed
Annual tax filing
Quarterly tax filing
Other tax consultation
Filing status
Sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Annual revenue
Less than $100K
$100K - $500K
Reviews
5.0
1 review
5
100%
4
0%
3
0%
2
0%
1
0%
Jaylenne F.
Dec 12, 2024
Working with Julia was an outstanding experience! They made the process so easy and stress-free. She took the time to explain all my options in simple terms, helping me choose the best policy for myself. Her knowledge and patience were impressive. She will now be assisting me with my tax preparation as well. I highly recommend Julia!
Credentials
Background Check
Julia Rodriguez