Purse Strings Approved Professionals

 
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Erin Redmond Purse Strings
Financial Advisor
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Erin Redmond
Partner/Financial Advisor, Ford Financial Group
OVERVIEW OF SERVICES
401K Planning, 529 Plans, College Savings, Investing, Mutual Funds, Socially Responsible Investing
SPECIALTIES
  • Financial Planning
  • Financial
  • IRA
  • Money Mindsets
  • Retirement planning
LOCATION
5260 N Palm Ave suite 221
Fresno
California
93704
United States
SERVING:
CA, FL, OR, TN
Virtual Appointments Available
Darla Serrano Purse Strings
Financial Advisor and Financial Planner
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Darla Serrano, CFP®, ChFC®
Financial Advisor, Pacific Advisors
OVERVIEW OF SERVICES
529 Plans, Annuities, Asset Management, Budgeting, College Savings, Disability insurance, Infinite Banking Concept (IBC), Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Real Estate Investing
SPECIALTIES
  • Business Planning
  • Divorce
  • Financial Planning
  • Money Mindsets
  • Personal Tax Planning
  • Retirement planning
  • Special Needs Planning
  • Wealth Protection
LOCATION
2855 Michelle Dr
Irvine
California
92606
United States
SERVING:
CA, AR, FL, ID, IN, KY, MN, MO, NV, NY, TX
Virtual Appointments Available
Samantha Sennett Purse Strings
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