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For Professionals: Login | Become Purse Strings Approved | Reach, Engage and Earn the Female Dollar Course

Terrell Joyner
Terrell joyner
Financial Advisor

 

LOCATION
330 Whitney Ave
Holyoke
Massachusetts
01040
United States
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PHONE
4134556190
EMAIL
tjoyner@financialguide.com
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Terrell Joyner
Partner/Financial Advisor
Unity Financial & Insurance Group
OVERVIEW OF SERVICES
  • 401K Planning
  • 529 Plans
  • Annuities
  • Asset Management
  • Disability insurance
  • Life Insurance
  • Long-Term Care
 
EDUCATION
Western New England University (MBA)




STATES SERVED
All 50 States
Virtual Appointments Available
SPECIALTIES:
  • Business Financials
  • Business Insurance
  • Business Planning
  • Divorce
  • Financial Planning
  • IRA
  • Pension
  • Retirement planning
  • Small Business Tax
CLIENT FOCUS:
  • Business Owner
AGES:
  • Gen X
  • Boomers
  • Millennials
  • Gen Z
LIFE STAGES:
  • New Job
  • Marriage
  • Starting a Family
INVESTMENT RANGE:
  • 10-50K
  • 50-100K
  • 100-250K
  • 250-500K
LANGUAGES SPOKEN:
English