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.

ITNLehighValley is a 501c3 nonprofit organization that provides dignified transportation to people aged 65 years and older and people of any age who are visually impaired. We have been in operation since 2014 as an affiliate of ITNAmerica who provides some support and the software system for affiliates to enable the basic mapping and invoicing of rides. Our service is unique in that the drivers use their own cars and employ an arm-through-arm, door-to-door service. Thus, drivers do not simply pull into driveways. We go to doors, help them down steps, carry items for them, bring groceries in, and provide other necessary assistance to ensure the safety and security of the riders. In short, we treat them like our own parents or family members who need assistance in mobilizing.

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!!!

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.

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.

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.

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.

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.

Gracedale Nursing Home, located in a beautiful rural setting outside Nazareth, Pennsylvania, has been providing the highest quality long term and short term care, along with rehabilitative and restorative services, to residents of the Lehigh Valley and beyond since the 1960s. Our dedicated staff is committed to each resident’s plan of care, which addresses medical, psycho-social, emotional, needs.