Turning Point Group - Money Momster | Summerville, SC

  • Service Area: Summerville, SC
  • Team Size: 10 employees
  • Business Duration: 7 years
Turning Point Group - Money Momster

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Please reach out to the service provider directly to obtain specific details regarding their accepted payment methods. This will ensure you have the most accurate and up-to-date information.

Services Offered

Service type

  • General financial planning
  • Retirement planning
  • Life insurance review
  • Investment review
  • Tax planning
  • College planning
  • Trusts or estate planning
  • Annuities
  • Mutual funds
  • Home purchase

Work location

  • My customers travel to me
  • I travel to my customers
  • I work remotely (phone or internet)

About

After losing my mom I realized how uneducated I was when it came to finances. So now, Money Momster is here to provide financial education, planning and management for a secure financial future. Working with families and businesses with the basics such as budgeting and debt management all the way through expert level investing, saving and legacy planning! We also teach classes for groups such as divorce, widowed, single moms, caring for elderly parents, Career changes and more!

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License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

  • Background Check
    • Melissa Harris
    • Completed on 5/16/2022

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