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Text Content

Click here to learn more about our financial professionals by visiting FINRA's
BrokerCheck.

7721 Southwest 62 Avenue, Suite 201, Miami, FL 33143

305-667-1990 x320
davidjullie@successfulplan.com
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WE HELP MAKE YOUR RETIREMENT AN ADVENTURE WORTH SHARING.


OUR APPROACH

We create strategies that are tailored to your needs and goals.

Learn more


OUR HISTORY

Years of experience have prepared us to guide you through life's transitions.

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OUR VALUES

Trust. Honesty. Integrity. We believe values matter, and we live by ours.

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PERSONALIZED FINANCIAL SERVICES

Let's build a specialized plan for you.

Ask Us How

PERSONALIZED FINANCIAL SERVICES

Let's build a specialized plan for you.

Ask Us How

PERSONALIZED FINANCIAL SERVICES

Let's build a specialized plan for you.

Ask Us How

PERSONALIZED FINANCIAL SERVICES

Let's build a specialized plan for you.

Ask Us How

PERSONALIZED FINANCIAL SERVICES

Let's build a specialized plan for you.

Ask Us How


SOUND FINANCIAL STRATEGIES FOR TODAY'S MARKETS

Jullie & Associates, P.A. located in South Miami offers both comprehensive fee
based financial planning, as well as traditional transaction based services
through Royal Alliance. We are committed to helping our clients stay on track
and improve their long term financial success.

We encourage you to explore our site and learn more about the services we
provide. Should you have any questions or would like more information on our
firm, please feel free to email us at email or call us at . We look forward to
hearing from you.

Learn more


DISCOVER HIDDEN OPPORTUNITIES

We'll work with you to explore your options and determine which ones fit your
individual strategy. Our entire team works together with you, hand in hand,
always acting in your best interest, with all your goals and dreams firmly in
mind.

Learn more


WHERE DO YOU WANT YOUR FINANCIAL ROADMAP TO TAKE YOU?

Our first priority is helping you take care of yourself and your family. We want
to learn more about your personal situation, identify your dreams and goals, and
provide you with the highest level of service.


HAVE A QUESTION?

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CONTACT

Office: 305-667-1990

Mobile: 305-975-9090

Fax: 305-666-6596

7721 Southwest 62 Avenue

Suite 201

Miami, FL 33143

davidjullie@successfulplan.com



QUICK LINKS

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 * All Articles
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Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
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material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

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Copyright 2024 FMG Suite.



Securities and investment advisory services offered through Osaic Wealth, Inc.,
member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or
marketing names, products or services referenced here are independent of Osaic
Wealth.

Due to various state regulations and registration requirements concerning the
dissemination of information regarding investment products and services, we are
currently required to limit access of the following pages to individuals
residing in states where we are currently registered.

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