Purse Strings Approved Professionals
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Managing Director and Principal,
Robertson Stephens
OVERVIEW OF SERVICES
Alternative Investments, Asset Management, Divorce Law, Investing, Mutual Funds, Post-Divorce Matters, Prenuptials, Socially Responsible Investing
SPECIALTIES
- Collaborative Divorce Process
- Divorce Financials
- Financial Planning
LOCATION
1308 Navasota St
Austin
Texas
78702
United States
Austin
Texas
78702
United States
SERVING:
All 50 States
Virtual Appointments Available
Senior Financial Advisor,
Wells Fargo Advisors
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, College Savings, Disability insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
SPECIALTIES
- Divorce Financials
- Financial Abuse Assistance
- Financial Planning
- Socially Conscious Investing
LOCATION
Danbury
Danbury
Connecticut
06811
United States
Danbury
Connecticut
06811
United States
SERVING:
All 50 States
Virtual Appointments Available
Wealth Planner,
Flip My Life Inc.
OVERVIEW OF SERVICES
Asset Management, Budgeting, College Savings, Disability insurance, Employee Benefits, Employee Pension Plans, Estate Plans, Healthcare Insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
I love working with women because it's an opportunity to share my knowledge and experience with them to better their lives, either professionally, personally, financially Read more...
SPECIALTIES
- Business Property Lending
LOCATION
95 Mural St
Richmond Hill
Ontario
L4B 3G2
Canada
Richmond Hill
Ontario
L4B 3G2
Canada
Financial Advisor,
The Tranel Financial Group
OVERVIEW OF SERVICES
Asset Management, Budgeting, Investing, Post-Divorce Matters
SPECIALTIES
- Collaborative Divorce Process
- Divorce
- Divorce Financials
- Financial Planning
- Money Mindsets
LOCATION
1509 N Milwaukee Ave
Libertyville
Illinois
60048
United States
Libertyville
Illinois
60048
United States
SERVING:
All 50 States
Virtual Appointments Available
Mortgage Loan Officer,
CMG Financial
OVERVIEW OF SERVICES
Divorce Mortgage Planning, Downsizing and Relocating, Post-Divorce Matters, Real Estate Investing, Refinancing
SPECIALTIES
- Divorce Mortgage Planning
- Lending Programs
LOCATION
225 Seven Farms Drive
Charleston
South Carolina
29492
United States
Charleston
South Carolina
29492
United States
SERVING:
FL, GA, NC, OH, SC, TX
Virtual Appointments Available
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