Proven • Trusted • Independent
Here are some nice things clients say about us:
“My husband passed away in January of 2024 and, like many couples, we had not spent sufficient time on financial planning. He left behind a complicated financial system including multiple bank accounts abroad, foreign consultancies, various insurance policies, and other details—all created and administrated by him. I was fortunate to find Julie Hollinshead who understood my panic and sense of urgency. She instilled in me immediately a sense of confidence, offering a practical timeline of details to address. We discussed my will, my investments, savings, budget, and taxes. With her expertise, I have emerged nine months later as the confident captain of my financial ship. She is extraordinarily sensitive and intelligent. Not once did she fuel my lack of confidence. She is a patient teacher, an excellent coach, and a superb financial planner. I thank my lucky stars for Julie Hollinshead!”
~ Retiree in Rhode Island
“I met Julie Hollinshead through a friend. I inherited a substantial amount of money and needed guidance as to who should manage it. Trustworthy, kind, and able to translate complicated financial lingo into easy-to-understand language, Julie's help was invaluable. Another friend raved about her financial manager; however Julie discovered significant hidden fees in a main fund he recommended (and he didn't even take the time to discover that!). Ultimately, with her input, I was able to feel secure with the right company. She's terrific.”
~ Oakland County Michigan Resident
“We are very fortunate to have Julie Hollinshead as our personal financial consultant. We value professionals that offer expertise, trust and an ability to teach us what we need to know to make sound decisions. Julie offers all of this and more, providing a high quality of service and an excellent value. To top it off, we never dreamed we would have a celebrity personal financial consultant, as Julie is a Professor and appears as an expert source for local media on financial stories. We highly recommend the services of Julie Hollinshead!”
~ Company Executive, Metropolitan Detroit
“I didn’t realize insurance evaluation was part of Hollinshead Advisory Services. Yet, when I mentioned in passing my insurance frustrations, Julie quickly probed my situation. I ended up switching carriers and am saving on premiums and receiving better service.
On a separate occasion Julie educated me on annuities - the pros and cons given my personal circumstances. Her focus is solely on the best interests of her clients. Because of this, I trust her options and follow her guidance.”
~ Resident, Birmingham Michigan
“I have known Julie throughout her career in the banking and investment industries. She always exhibited a degree of professionalism, expertise, commitment and integrity that was reflected in a high level of respect and esteem from her clients and colleagues. Her work was always diligent and comprehensive and produced a strong investment track record. Julie’s commitment and initiative contributed greatly to the success of her clients. She consistently conducted herself with the utmost integrity and conscientiousness, and consistently delivered a track record of high performance for her clients. I highly recommend Julie to any individual or organization seeking expert unbiased recommendations on personal financial matters.”
~ Retired CEO, Banking and Investment Industries