Your financial planning needs are unique. So is our expert team of 3 financial advisors, led by Julia M. Connell, CFP®. Our firm combines all the resources of Goldman Sachs and years of expertise in retirement planning to provide the dedicated, one-on-one experience you’re looking for. Together, we get personal to help you live the life you want.
35 North Braddock St
Winchester, VA 22601
Driving directions >
Telephone:
540-450-1500
M-F: 8:30am - 5pm
We are within walking distance of downtown Winchester and the walking mall.
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