Julie Stewart

SVP, Retirement Plan Advisory Services / Plan Advisor at Sentinel Group - Wakefield, Massachusetts, US

Julie Stewart's Colleagues at Sentinel Group
Lisa Barstow

Retirement Plan Advisor

Contact Lisa Barstow

Dan Bernardo

Vice President, Financial Planner, Private Client Group

Contact Dan Bernardo

Jillian Pender

Retirement Plan Consultant

Contact Jillian Pender

James Swain

Senior Trust Accounting Specialist

Contact James Swain

Timothy Payne

Senior Financial Planner

Contact Timothy Payne

View All Julie Stewart's Colleagues
Julie Stewart's Contact Details
HQ
(781) 914-1200
Location
Greater Boston
Company
Sentinel Group
Julie Stewart's Company Details
Sentinel Group logo, Sentinel Group contact details

Sentinel Group

Wakefield, Massachusetts, US • 300 Employees
Financial Services

Sentinel Group is a single resource to manage all employee benefits. Founded in 1987, we have grown to be the second largest benefit consulting and administration practice in Massachusetts. Our services include: WEALTH PLANNING SERVICES > Investment Advisory Services > Retirement Plan Administration > Open Architecture Retirement Plan Recordkeeping > Defined Benefit & Cash Balance Plan Services > Actuarial Consulting > Employee Stock Ownership Plans LIFE PLANNING SERVICES > Group Benefits Brokerage > Flexible Spending Account Administration > Health Reimbursement Plan Administration > Health Savings Accounts > Transportation Plan Administration > COBRA Administration At Sentinel Benefits & Financial Group, we have been putting our clients first for more than two decades. In fact, building meaningful relationships with our clients to help them achieve their goals is the work we do. What differentiates us from competitors is how we approach our work. The business of providing employee benefits and financial services is not unique. There are many choices. However, brand and experience alone do not always translate to the best solution. We recognize that the only way to truly help a client is to know them first. We take the time to listen before we make recommendations. Through our interactive consulting process, we bring true custom solutions that deliver value to our clients. Member of Focus Financial Partners, LLC since January 1, 2007.

Employee Benefits Wealth Planning Retirement Plans Health Savings Account Cobra Administration
Details about Sentinel Group
Frequently Asked Questions about Julie Stewart
Julie Stewart currently works for Sentinel Group.
Julie Stewart's role at Sentinel Group is SVP, Retirement Plan Advisory Services / Plan Advisor.
Julie Stewart's email address is ***@sentinelgroup.com. To view Julie Stewart's full email address, please signup to ConnectPlex.
Julie Stewart works in the Financial Services industry.
Julie Stewart's colleagues at Sentinel Group are Lisa Barstow, Christopher Raymond, Dan Bernardo, Mahdieh Reese, Jillian Pender, James Swain, Timothy Payne and others.
Julie Stewart's phone number is (781) 914-1200
See more information about Julie Stewart