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Planning With Purpose
- Financial Services
- Johnson City, NY
About this business
Our firm is woman-owned. Dedicated to working with women in all stages of their lives, single, working, or in a partnership, on into retirement. To help gain financial security through understanding their current financial situation and helping guide the decisions for their financial future.
Location details
193 Riverside Dr, Johnson City, NY, 13790, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 7:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | 9:00 a.m. to 12:00 p.m. | |
| Sun | Closed |
I unexpectedly came into some money a few years back. I had no idea on what to do with this money. I had not began to save for retirement and was in a ton of debt due to my student loans. I have since worked and succeeded in paying off my student loans with help from Gerri on a monthly spending plan. I was also able to begin saving for retirement while paying off my student loans. Now I am happy to say that my spending plan his helping get my down payment together to buy my first home! I could not be more pleased with the se... read more
Planning with Purpose has helped our family get on track for retirement,. They walked my wife and I through getting our Estate documents in place to ensure our family is taken care. What I could not have expected was Gerri and her team walking me through the process of being an executor when my father unexpectedly pass away. This office truly cares about their clients!
My wife and I have been clients of Gerri for 10 years now. She worked with us when we had very little money to save for retirement and helped us increase our cash flow. We are now saving for retirement and on track to retire with the life style we want to have. She has walked through many challenges of life with us, helping and educating us along the way. We would not be where we are today without Gerri and the help of her team!
Incompetent.
Frequently asked questions about Planning With Purpose
How is Planning With Purpose rated?
Planning With Purpose has a 4 star rating with 5 reviews.
When is Planning With Purpose open?
Planning With Purpose is closed now. It will open on Monday at 9:00 a.m.
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