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Purse Strings Approved Professionals

 
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Leslie West
Business Coach, Healthcare Planning Specialist, Insurance Planning Specialist, Life Insurance Specialist, Medicaid / Medicare Specialist, Mortgage Lender, and P&C Agent
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Leslie West
Insurance and Financial Services Agent, Leslie West Ins Agency Inc.
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Auto insurance, Budgeting, College Savings, Disability insurance, Employee Benefits, Healthcare Insurance, Home insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Prenuptials, Refinancing
WHY I LOVE WORKING WITH WOMEN
We are caring, compassionate, and committed to help Women improve! Read more...
SPECIALTIES
  • Business Insurance
  • Business Planning
  • Business Succession Planning
  • Collaborative Divorce Process
  • Healthcare Insurance
  • Family Legacy Planning
  • IRA
  • Legacy Planning
  • Mortgage
LOCATION
7210 E State St #210
Rockford
Illinois
61108
United States
STATES SERVED:
IL, WI
Virtual Appointments Available
Sarah Balram
Certified Divorce Financial Analyst, Financial Planner, Insurance Planning Specialist, Life Insurance Specialist, and Retirement Coach / Advisor
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Sarah Balram
Wealth Planner, Flip My Life Inc.
OVERVIEW OF SERVICES
Asset Management, Budgeting, College Savings, Disability insurance, Employee Benefits, Employee Pension Plans, Estate Plans, Healthcare Insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
I love working with women because it's an opportunity to share my knowledge and experience with them to better their lives, either professionally, personally, financially Read more...
SPECIALTIES
  • Business Property Lending
LOCATION
95 Mural St
Richmond Hill
Ontario
L4B 3G2
Canada
Laura Winningham
Insurance Planning Specialist and Life Insurance Specialist
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Laura Winningham
President, LifeMapInc
OVERVIEW OF SERVICES
Healthcare Insurance
SPECIALTIES
  • Healthcare Insurance
LOCATION
Indianapolis
Indianapolis
Indiana
46077
United 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
Amy Evans
Healthcare Planning Specialist and Insurance Planning Specialist
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Amy Evans
Associate Vice President, Shorepoint Insurance Services
OVERVIEW OF SERVICES
Disability insurance, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Healthcare Insurance, Life Insurance
WHY I LOVE WORKING WITH WOMEN
When women understand their finances , they have choices, and having choices is empowering! Read more...
SPECIALTIES
  • Business Insurance
  • Commercial Insurance
  • Healthcare Insurance
LOCATION
1120 Bristol St
Costa Mesa
California
92626
United States
STATES SERVED:
All 50 States
Virtual Appointments Available