Profile

A Lehigh Valley native, Financial Advisor and Certified Financial Planner™ professional, Julie focuses on family wealth planning that has multi-generational impact. She believes informed financial and life decisions improve a person’s odds of successful outcomes. She helps outline a client’s objectives and applies a disciplined financial planning process that helps to shape behavior to achieve both short and long-term goals. For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/discloure/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

JEVS Care at Home is a registered 501(c)(3), not-for-profit organization providing non-medical home care, respite, companionship and community integration support services to disabled and aging clients, ages 18+, residing in Philadelphia, Delaware, Montgomery, Chester, Bucks and Allegheny Counties in Pennsylvania. A large portion of the people we serve is part of a Home and Community-Based Services (HCBS) Medicaid Waiver Program. These waiver programs are available throughout Pennsylvania and provide long-term care services to qualified individuals who wish to remain in their home and/or community rather than enter an institution, such as a nursing home or intermediate care facility. JEVS Care at Home also provides services to individuals through Long Term Care Insurance, private pay, and other funding arrangements.

Jewel Healthcare provides anywhere from short-term skilled rehab to long-term care. Jewel can accommodate patients that have advanced pulmonary needs such as tracheostomy care and much more. Jewel also has a secured memory care unit where the residents still can participate in daily activities. Over-all we welcome everyone, even those who have more medically complex needs.

As a Senior Real Estate Specialist (SRES) and Associate Broker with Howard Hanna The Frederick Group, I have been active in the Real Estate Industry for over 35 years having a wealth of knowledge and resources to help with any senior related move or transition. My goals are simple: to help you understand all of the important choices that lay ahead, to completely understand the emotional aspect of making these choices, to provide useful resources, to help you make educated decisions, and to plan the best strategies for you – all with a smile!!!

At Griswold Home Care, we offer a wide variety of services to accommodate the unique needs of our clients. For over 40 years, we have been assisting the elderly, adults with disabilities, and those recovering from injuries and illnesses remain comfortable at home by providing them the helping hand they need. Some of our clients are simply looking for companionship while others require more involved personal care services, live-in or overnight services. Our office staff will sit down with you to discuss your family’s needs and then we will personalize a care plan that accommodates them all.

ReStore accepts donations of new or gently used building materials, furniture, appliances & household goods and resells them to the public. ReStore provides an environmentally and socially responsible way to keep good, reusable materials out of landfills. Habitat for Humanity has served the Lehigh Valley Community for 25 years and has built over 100 homes and improved the lives of countless families.

Holy Family Senior LIving is a Catholic organization providing 5 Star services to the Bethlehem community for over 60 years. Holy Family cares for seniors through Skilled Nursing and Rehab services, Personal Care and Independent Living.

Home Helpers has been providing care to Seniors in the Lehigh Valley for 15 years.  We strive to provide exceptional services that will exceed your expectations. Our team will enhance your independence by providing guidance, education, reassurance and compassion. We offer a complimentary home consult and assessment. Individualized care plans, caregivers are managed by a Nurse/RN and a Social Worker.

Home Instead provides top-quality, personalized, non-medical home care to seniors in Lehigh and Berks County. Each Home Instead office is locally owned and operated. Our Lehigh and Berks County offices have been serving our seniors for 25 years! We hire qualified Care Professionals who are screened, insured and provided with comprehensive training. Our tenured staff ensures an individualized care plan for your loved one’s specific needs. Care Professionals are carefully matched and available 4 hours daily to 24/7 for services such as: dementia, personal care, companionship, light housekeeping, transportation, memory care, Parkinson’s and more. As a licensed, bonded, and insured agency, we meet the highest standards for those we serve so they can stay independent for as long as possible.