Purse Strings Approved Professionals

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Joyner 1 1
Financial Advisor
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Terrell Joyner

Partner/Financial Advisor, Charter Oak Financial
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, College Savings, Disability insurance, Employee Benefits, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
Women are the backbone of our society.  For way too many generations, women were expected to be in the background; yet they have been a Read more...
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 Financials
  • Business Insurance
  • Business Planning
  • Divorce
  • Financial Planning
  • IRA
  • Pension
  • Retirement planning
  • Small Business Tax
LOCATION
330 Whitney Ave
Holyoke
Massachusetts
01040
United States
SERVING:
All 50 States
Virtual Appointments Available