Purse Strings Approved Professionals

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IMG 6103
Financial Advisor
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Jose Munoz

Senior Wealth Advisor, Cetera investors
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Disability insurance, Employee 401K Programs, Investing, Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
I have a deep appreciation for working with and supporting women, a perspective shaped by being raised by a hardworking single mother. Watching her resilience, 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.
  • Financial Planning
  • IRA
  • Retirement planning
LOCATION
13200 METCALF, SUITE #280
Overland Park
Kansas
66213
United States
SERVING:
All 50 States
Virtual Appointments Available
Jamie Bosse
Financial Advisor Financial Planner
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Jamie Bosse, CFP®, RFC, CCFC

Financial Planner | Author | Money Boss Mom, CGN Advisors, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Employee 401K Programs, Employee Benefits, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds
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.
  • Charitable Planning
  • Daily Money Management
  • Financial Planning
  • IRA
  • Money Mindsets
  • Pension
  • Personal Cash Flow Analysis
  • Personal Tax Planning
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
512 Poyntz Avenue, Suite 120
Manhattan
Kansas
66502
United States
SERVING:
All 50 States
Virtual Appointments Available