South Carolina

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J Michael Cole
Business Advisor Divorce Financial Analyst Financial Advisor
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J. Michael Cole, CFP®, CDFA®

Financial Advisor and Small Business Advisor, Cole Wealth Management | Northwestern Mutual
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Budgeting, Disability insurance, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Investing, Life Insurance, Long-Term Care
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial Read more...
SPECIALTIES.
  • Business Planning
  • Business Succession Planning
  • Divorce
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Personal Cash Flow Analysis
  • Retirement planning
  • Special Needs Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
201 Sigma Drive, Suite 100
Summerville
South Carolina
29486
United States
SERVING:
All 50 States
Virtual Appointments Available
Judi Mohr
Financial Planner
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Judi Lohr Mohr, CFP®

Owner, Milestone Advice Group
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Investing, Life Insurance, Long-Term Care
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial Read more...
SPECIALTIES.
  • Financial Planning
  • IRA
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
2764 Pleasant Ridge Road, Suite A
Fort Mill
South Carolina
29708
United States
SERVING:
CT,DE,FL,GA,NC,OH,SC,TN,TX
Virtual Appointments Available
Shari
Financial Advisor Money / Financial Coach
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Shari Rash

Founder, Financial Advisor, Money Coach, GWA Wealth
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Downsizing and Relocating, Employee 401K Programs, Employee Benefits, Estate Plans, Financial Therapy, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Prenuptials, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I love working with women because their financial goals are rarely just about dollars—they’re about creating options, protecting their families, and building a legacy that Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Read more...
SPECIALTIES.
  • Financial Planning
  • IRA
  • Money Mindsets
  • Personal Tax Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
Dunes West Boulevard
Mount Pleasant
South Carolina
29466
United States
SERVING:
All 50 States
Virtual Appointments Available
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