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Personal Investment & Financial Planning Q`s/Bruce Julien
All Reviews from Users
Column Headings: K = Knowledgeability C = Clarity of Response T = Timeliness P = Politeness
N = Nominated for Expert of the Month
| Date | User | K | C | T | P | N | Comments |
|---|---|---|---|---|---|---|---|
| 2009-11-09 | raycee | 10 | 10 | 10 | 10 | Yes | Thks bruce for giving me the basics. |
| 2009-10-02 | Aaron | 10 | 10 | 10 | 10 | Yes | Thank you very much for your help. |
| 2009-09-23 | David Rodrigues | 10 | 10 | 10 | 10 | No | Thank you very much. You were very helpful. |
| 2009-09-21 | Helen | 8 | 7 | 10 | 7 | No | Thank you for helping me out with your knowledge and opinions. |
| 2009-09-01 | Strider | 10 | 10 | 10 | 10 | Yes | |
| 2009-08-12 | Carl | 10 | 10 | 10 | 10 | Yes | Thank you very much for the reference to an eldercare attorney in CA. |
| 2009-07-27 | Murphy | 10 | 10 | 10 | 10 | Yes | Thank you. |
| 2009-07-27 | Kristy | 10 | 10 | 10 | 10 | No | |
| 2009-06-30 | Glen | 10 | 10 | 10 | 10 | Yes | Thank you so much, Mr. Julien. Glen |
| 2009-06-18 | Krishna | 10 | 10 | 10 | 10 | No | THANK YOU! Extremely prompt response. |
| 2009-06-17 | Andy | 10 | 10 | 10 | 10 | No | Good, solid answer. |
| 2009-06-16 | Houston | 10 | 10 | 10 | 10 | No | Very timely response and Bruce directed me to company that can answer my question. Thank you. |
| 2009-06-02 | Nikki | 10 | 10 | 10 | 10 | No | Thanks |
| 2009-06-01 | JUDY | 10 | 10 | 10 | 10 | Yes | I have never thought of the idea. Thanks. |
| 2009-05-26 | Steven | 10 | 10 | 10 | 10 | Yes | Thank you |
| 2009-05-11 | joe giannetti | 10 | 10 | 10 | 10 | No | Thank you very much! I appreciate the quick response, and your comments. |
| 2009-04-14 | Skyler | 10 | 10 | 10 | 10 | No | Thank-you |
| 2009-04-03 | John | 10 | 10 | 10 | 10 | No | I almost don't want to rate Knowledge a 10, because I don't know yet if the advice was good. But I sincerely mean the other three 10's, and I really really appreciate experts like Bruce helping out for free. Thank you very much |
| 2009-04-03 | Adrian | 10 | 10 | 10 | 10 | Yes | Thank you very much for your time and expertise. |
| 2009-03-31 | Lorraine Zoller | 10 | 10 | 10 | 10 | No | Many thanks! And, thanks for a quick response. We will use this service again. It is so hard to know where to start in these complicated issues and your service is a God send. |
| 2009-03-14 | Jim | 10 | 10 | 10 | 10 | No | I sent your comments to my sister and repeated it to the Trust attorney. He agreed. Thanks. When/if I assume POA I will probably have more questions. -Jim S. |
| 2009-03-09 | Pablo | 10 | 10 | 10 | 10 | Yes | Thank you very much Bruce for your reply! I really appreciate it! I will ask Vanguard directly about the wash sale situation in ref those two funds. Have a wonderful day! Pablo |
| 2009-02-22 | Claiborne | 10 | 10 | 10 | 10 | Yes | Thanks for your answer so quickly. I appreciate your honesty. |
| 2009-02-20 | ken | 10 | 10 | 10 | 10 | Yes | Thankyou Bruce for your quick response,you have been very helpful,God Bless You |
| 2009-02-19 | Ashley | 10 | 10 | 10 | 10 | Yes | Thank you SO much! :) Ashley |
| 2009-02-18 | harry | 10 | 10 | 10 | 10 | No | Thanks for all that helpful infomation! |
| 2009-02-09 | Debbie | 10 | 10 | 10 | 10 | No | Thank you Bruce! I feel so much better about my current position and my future financial health! |
| 2009-02-03 | ang | 10 | 10 | 10 | 10 | Yes | terrific ! Thankyou... |
| 2009-01-16 | sue | 10 | 10 | 10 | 10 | Yes | Thanks great response and unbelievably fast! |
| 2008-12-10 | Gerry | 10 | 10 | 10 | 10 | No |
Answers by Expert:
Bruce Julien
Expertise
I can answer questions on and raise issues clients overlook in the areas of Estate Planning as far as taxes and distribution flow problems, Asset Management as far as appropriateness of assets and allocations for a desired goal and the value a consumer gets for their costs, Tax Planning related to Income and Estates, and Insurance/Annuity questions particularly in light of suitability to the consumer.
Experience
I became a CPA in 1991 and began offering financial advice in 1992. I am a Registered Investment Advisor which means I sign off on putting clients' interests first in a fiduciary role.
Education/Credentials
BA in Accounting, University of Maryland 1990
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