Purse Strings Approved Professionals

 
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Liz Herman Purse Strings
Financial Advisor
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Liz Herman
Registered Investment Advisor, Sherpa Financial
OVERVIEW OF SERVICES
Annuities, Asset Management, Budgeting, College Admission and Financial Aid, College Savings, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
SPECIALTIES
  • Financial Planning
  • Legacy Planning
  • Money Mindsets
  • Retirement planning
  • Socially Conscious Investing
  • Wealth Protection
LOCATION
528 W Market St
Perkasie
Pennsylvania
18944
United States
SERVING:
All 50 States
Virtual Appointments Available
Brittni Sennett Purse Strings
Financial Advisor, Financial Planner, and Insurance Planning Specialist
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Brittni Sennett, MBA
WMC Financial Advisor, Northwestern Mutual
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Disability insurance, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
SPECIALTIES
  • Debt Elimination
  • Financial Planning
  • Money Mindsets
LOCATION
Philadelphia
Philadelphia
Pennsylvania
19102
United States
SERVING:
All 50 States, PA
Virtual Appointments Available
J Diane Robinson Purse Strings
Financial Advisor
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J Diane Robinson, CLTC®
Investment Advisor | Registered Representative, IP Financial Advisory Services, LLC | Innovation Partners, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Crypto Investing, College Savings, Disability insurance, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
Women know how to connect, network, and build relationships. Read more...
SPECIALTIES
  • Business Financials
  • Business Succession Planning
  • Financial Planning
LOCATION
Pittsburgh
Bolivar
Pennsylvania
15923
United States
SERVING:
GA, PA
Virtual Appointments Available