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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
Donna kendrick
Financial Planner
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Donna Kendrick, CFP®, CDFA®
Financial Services Professional, Sephton Financial, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Life Insurance, Long-Term Care, Post-Divorce Matters
SPECIALTIES
  • Divorce
  • Divorce Financials
  • Financial Planning
  • Money Mindsets
LOCATION
8200 Flourtown Ave suite 4b
Wyndmoor
Pennsylvania
19038
United States
STATES SERVED:
DE, FL, GA, MA, MD, NJ, NY, PA, VA, VT, WA
Virtual Appointments Available