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Events Benefits

Edward Jones – Sheri Purdy

Edward Jones – Sheri Purdy
March 25, 2022 Jeff Shaffer

“Specializing in Human-Centered Complete Wealth Management. Creating personalized financial strategies to help you & your business achieve what is most important to you: Investment Portfolios, Retirement Rollovers, 401K & SEP/SIMPE IRAs, Roth IRAs, Estate & Legacy Planning, 529 Savings, Annuities & Insurance, including Chronic Illness and Long-Term Care.”


Sheri Purdy
Financial Advisory