Purse Strings Approved Professionals

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VP Wealth Management Advisor, Financial Planner and Fiduciary
Financial Advisor Financial Planner Long-Term Care Specialist
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Gigi JM Verrey, ChFC, CLU

Vice President, Wealth Management, Alera Wealth Management
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, College Savings, Employee 401K Programs, Investing, Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
My mission is to understand you and your priorities. To take the time, to ask thoughtful, smart questions and to listen carefully, then to understand, Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, Read more...
SPECIALTIES.
  • Charitable Planning
  • Financial Planning
  • Philanthropy
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
3 Parkway N, Suite 500
Deerfield
Illinois
60015
United States
SERVING:
All 50 States
Virtual Appointments Available