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David Purvis, CIC
Farm Bureau Insurance
Home, auto, and commercial property and casualty coverage, based in Birmingham.
Send David a referral when
- Somebody has no idea what is actually in their policy
- A homeowner is shopping home and auto together
- A business needs commercial property or liability coverage reviewed
Other members you may need
Executive Director, Investments
Bryan Carroll
Oppenheimer & Co., Inc.
Send them when somebody has an old 401(k) or SEP sitting at a job they left
Full Profile Health & Life Insurance
David Banet Sr.
Oakcrest Insurance
Send them when somebody is turning 65 in the next year and does not know where to start
Full Profile CPA, Accounting & Tax
Kady Marshall
ATS Advisors, a CPA firm
Send them when a business owner only talks to their accountant in April
Full Profile