Julie A. Veltus is a Financial Advisor and second-generation owner of Veltus Financial Services, LLC, continuing the legacy her father, John Veltus, began in 1956. Since taking over the family business in 1998, Julie has remained dedicated to helping clients prepare for retirement with thoughtful, comprehensive financial strategies.
Her approach centers on long-term financial planning that addresses every stage of life. Julie provides guidance in employee benefits, health insurance and Medicare planning, Social Security analysis, cash and liability management, investment strategies, risk management, tax planning principles, and estate planning. Through this holistic process, she helps clients create clarity, confidence, and financial stability for the future.
Julie is a graduate of the University of Wisconsin–Parkside, where she earned her bachelor’s degree in Business Administration and Finance. Her deep industry knowledge, combined with a genuine commitment to client success, continues to uphold her family’s tradition of trusted financial guidance.
