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Purse Strings Approved Professionals

 
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Rosemary Frank
Financial Advisor
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Rosemary Frank, MBA, CDFA/ADFA, CFE, MAFF
Financial Advisor, Rosemary Frank Financial, LLC
OVERVIEW OF SERVICES
Asset Management, Budgeting, Investing, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
Women engage. I love their conversations about lifetime goals and, as a means to an end, how much money they need to get there. Money Read more...
SPECIALTIES
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Money Mindsets
  • Retirement planning
  • Wealth Protection
LOCATION
205 Powell Pl
Brentwood
Tennessee
37027
United States
STATES SERVED:
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, UT, VA, VT, WA, WI, WV, WY
Virtual Appointments Available
Melissa Cox
Financial Advisor, Financial Planner, and Money / Financial Coach
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Melissa Anne Cox CFP
Certified Financial Planner, Fetterman Investments
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, College Admission and Financial Aid, College Savings, Debt Consolidation, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
The answer is easy! I was raised by a tribe of strong women that showed me how important it is to support other women in Read more...
SPECIALTIES
  • Financial Planning
  • IRA
  • Legacy Planning
  • Litigation Support
  • Money Mindsets
  • Retirement planning
  • Special Needs Planning
  • Wealth Protection
LOCATION
12700 Hillcrest Rd Suite 276
Dallas
Texas
75230
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
Karen Koenig
Financial Advisor, Financial Planner, and Money / Financial Coach
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Karen Koenig
Founder and Owner, KK Financial Solutions - Financially Empowering You
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, College Savings, Disability insurance, Employee 401K Programs, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
SPECIALTIES
  • Business Financials
  • Business Growth
  • Divorce
  • Financial Planning
  • IRA
  • Money Mindsets
  • Small Business Tax
  • Socially Conscious Investing
  • Wealth Protection
LOCATION
3793 Anna Pl
Greenbank
Washington
98253
United States
STATES SERVED:
AZ, CA, ID, MO, NE, NV, TN, TX, WA, WY
Virtual Appointments Available
Anne Spinks
Financial Advisor
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Anne Spinks, CLU, ChFC, RICP
Owner, Nevotti Spinks Asset Management
OVERVIEW OF SERVICES
401K Planning, Asset Management, Debt Consolidation
SPECIALTIES
  • Debt Elimination
  • Financial Planning
  • Money Mindsets
  • Retirement planning
LOCATION
Conroe
Conroe
Texas
77301
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
Samantha Sennett Wealth Manager 1
Financial Advisor
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Samantha Sennett, CFP®
., AmeriFlex Financial Services
WHY I LOVE WORKING WITH WOMEN
I help women by listening deeply so I can truly understand your challenges, goals and concerns. I've been through many life transitions personally, so I Read more...
SPECIALTIES
  • Managing
LOCATION
Santa Barbara
Santa Barbara
California
93109
United States