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Purse Strings Approved Professionals

 
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StephanieMcCullough
Financial Planner
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Stephanie McCullough
Founder & Financial Planner, Sofia Financial
OVERVIEW OF SERVICES
401K Planning, Disability insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Our focus is working with women 45+ who are facing a financial future on their own and are looking for a true partner in money Read more...
SPECIALTIES
  • Financial Planning
  • Money Mindsets
LOCATION
1055 Westlakes Dr
Berwyn
Pennsylvania
19312
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
Brittni Sennett
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
STATES SERVED:
All 50 States, PA
Virtual Appointments Available