Maria Jarvis, CLU®, ChFC®
Broker, Registered Representative, Partner of The AdvisoryOne Group**
Maria has been helping clients meet their financial goals for over 30 years. Her career began on the risk management side of the business at Northwestern Mutual; she then transitioned over to the investment arm of Robert W. Baird, where she learned the importance of the complete planning process and the client relationship. Maria joined New England Financial in 1999 to work alongside her husband, Steve Juley. One of the most important lessons she has learned over the years is that the planning process is all about understanding the needs of clients and recognizing that everyone's economic and life situation is unique.