Purse Strings Approved Professionals
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Financial Advisor,
First Financial Group
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, College Savings, Disability insurance, Employee 401K Programs, Investing, Life Insurance, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I love working with women because of the genuine connection we create. Women are generally more honest, more open to sharing who they are and Read more...
SPECIALTIES
- Financial Planning
- IRA
- Money Mindsets
- Retirement planning
- Socially Conscious Investing
- Special Needs Planning
- Tax Mitigation
- Wealth Protection
LOCATION
6500 Emerald Parkway
Dublin
Ohio
43016
United States
Dublin
Ohio
43016
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
CFP, Jr. Financial Advisor, Divorce Coach,
Divorced Assets
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, College Savings, Investing, Life Insurance, Long-Term Care, Post-Divorce Matters
SPECIALTIES
- Financial Planning
- IRA
- Retirement planning
- Wealth Protection
LOCATION
6636 Longshore St
Dublin
Ohio
43017
United States
Dublin
Ohio
43017
United States
STATES SERVED:
All 50 States, OH
Virtual Appointments Available
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