Julie Newton, Financial Advisor
You can catch me on KSHB41’s Ask Our Advisor and learn more about me right here.
Everyone deserves a custom made plan, no matter who you are. My background in teaching English allows me to effectively communicate retirement concepts to those I meet with.
About Me
Integrity & Transparency
My background in teaching English taught me many things (ironically), but most of all they solidified in me a sense of urgency when it comes to effective communication.
People work hard to set money aside for their retirement. They deserve to work with an advisor who has the client’s best interest at heart – no matter what their net worth looks like.
Client Testimonials
I’ve been doing business with Market Advisory Group for the last few years and only have good things to say about them. They take time to keep you up-to-date with investments and the staff is professional and friendly.
Steve Garcia, Google Review
Matt Goolsby and everyone else there is always very knowledgeable, helpful, and kind. They have been a great help in getting us on track financially! I would recommend this group to everyone whether you are just starting out or about ready to retire!
Donna Hill, Google Review
I highly recommend them. Danny takes the time to go over everything with me and answers all my questions. I have learned a lot since coming here.
Patti Eckdahl, Google Review
I went to Market Advisory Group seeking help with my retirement accounts. I found them to be professional and knowledgeable. I appreciated the way they took my situation and goals into account.
Emily Carrillo, Google Review
They’re great to work with for not just financial advising, but also Social Security/Medicare advice, legal advice, and taxes. It’s great to have all these services in one place. We have confidence in how they handle our investments.
Ruth Hodges, Google Review
Market Advisory group is a full service agency to get advice on tax savings, the insurance experts can help with Medicare, and the lawyer can provide Estate planning advice. A good company and a bunch of great honest people.
Hugh Tessendorf, Google Review
These are unpaid, unsolicited client testimonials. These clients have had financial relationships with their advisors for varying lengths of time and are providing their personal opinion. This may present a conflict of interest as this particular client’s experience may or may not be the same as another client’s experience. This conflict is mitigated by our financial advisor’s fiduciary duty to tailor each client’s investment objectives to each client’s own financial situation. No compensation has been paid for these testimonials. A client testimonial does not guarantee future invesment success and should not be indicative that any client or prospective client will experience the same or a higher level of investment performance. Foundations Investment Advisors, LLC is an SEC registered investment adviser. Past performance is not indicative of future results.
Julie’s Favorite Retire Hour Clips
RetirementHelp.com Financial Advisors provided by Market Advisory Group, LLC.
Financial Advisory Services offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser.