Julie Schleper

Client Concierge at Odyssey Personal Financial Advisors - Roswell, GA, US

Julie Schleper's Colleagues at Odyssey Personal Financial Advisors
Steve Siders

approaching financial planning differently | partner

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Janeen Blecker

Senior Registered Client Associate

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Janeen Blecker

Senior Registered Client Associate

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Roman Shlyakhetko

Financial Planning Associate

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Julie Schleper's Contact Details
HQ
770-992-4444
Location
Burlington, Kentucky, United States
Company
Odyssey Personal Financial Advisors
Julie Schleper's Company Details
Odyssey Personal Financial Advisors logo, Odyssey Personal Financial Advisors contact details

Odyssey Personal Financial Advisors

Roswell, GA, US • 10 - 19 Employees
Financial Services

We aren't all the same. Every person has unique values, circumstances, personality, and goals, so why should financial plans be turnkey? Odyssey Personal Financial Advisors works with individuals and families who are seeking customized advice to help them reach their financial goals. An "odyssey" is a long-series of wanderings or adventures that includes both challenges and triumphs – we want to be with you through all of them.Odyssey was founded on the principle of "doing things differently" than what you've heard about or experienced with other financial advisors. We are committed to providing personalized, unbiased, ethically-based, and well-researched advice, bringing simplicity to complex financial situations and serenity to our clients.Our team loves working with people who are serious about their financial futures. If you're ready to create a personal plan tailored to your long-term goals, we would love to meet you. Our office is located at 500 Sun Valley Drive, Suite A6 in Roswell, Georgia. You can reach us by phone at 770.992.4444 or visit our website at www.odysseypfa.com. Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership of any other named entity.

Financial Planning Retirement Planning Wealth Management Investment Management
Details about Odyssey Personal Financial Advisors
Frequently Asked Questions about Julie Schleper
Julie Schleper currently works for Odyssey Personal Financial Advisors.
Julie Schleper's role at Odyssey Personal Financial Advisors is Client Concierge.
Julie Schleper's email address is ***@odysseypfa.com. To view Julie Schleper's full email address, please signup to ConnectPlex.
Julie Schleper works in the Financial Services industry.
Julie Schleper's colleagues at Odyssey Personal Financial Advisors are Steve Siders, Robert Fezza, Janeen Blecker, Anne Simpson, Janeen Blecker, Robert CFP, Roman Shlyakhetko and others.
Julie Schleper's phone number is 770-992-4444
See more information about Julie Schleper