Patricia S.
2/23/2023
Julia's dedication to her clients and friends has no bounds, she truly cares. She has cared for all my insurance and financial needs with love and professionality since I met her in the early 90s....
Attain Wealth Protection
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1212 Broadway Plz Ste 2100
Walnut Creek, CA 94596
Attain Wealth Protection is a financial services firm based in Walnut Creek, CA, specializing in wealth management and asset protection strategies. With a focus on personalized solutions, the company assists clients in safeguarding and growing their financial portfolios.
Offering a range of services tailored to individual needs, Attain Wealth Protection aims to help clients navigate the complexities of financial planning and investment management. Through a collaborative approach, the firm strives to empower clients to make informed decisions to secure their financial future.
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Reviews
5.04 reviews
Barbara K.
7/15/2023
Julia and her team have been truly a lifeline for me to reverse the damage I incurred by trusting a larger investment firm to handle my investments. I was hemorrhaging losses and knew that I...
Catherine S.
12/19/2022
Thank you Julia for taking care of our retirement savings. You have shown us a level of integrity and professionalism that is very rare. We appreciate you and all you have done for us.
Paul And Catherine S.
12/19/2022
Julia is a wonderful financial consultant and has the utmost integrity with her clients. I highly recommend her
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