Purse Strings Approved Professionals

 
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Financial Advisor, Financial Planner, and Life Insurance Specialist
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Mikhail Veselov
Financial Advisor, Capital Formation Group
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, College Savings, Disability insurance, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Socially Responsible Investing
SPECIALTIES
  • Business Financials
  • Business Valuation
  • Divorce Financials
  • Financial Planning
  • IRA
  • Retirement planning
  • Wealth Preservation
LOCATION
62 Walnut St
Wellesley
Massachusetts
02481
United States
SERVING:
All 50 States
Virtual Appointments Available
Sarah Balram Purse Strings
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
Star 23
Financial Advisor, Financial Planner, Life Insurance Specialist, Long-Term Care Specialist, and Retirement Coach / Advisor
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Al Gonzalez, MBA, CPFA
Wealth Advisor, AG Wealth Advisors
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, College Savings, Disability insurance, Employee 401K Programs, Estate Plans, Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
6 of my top 10 clients are women.  They range from life experiences being widowed, single business owner, retired professor, and retired successful business person Read more...
SPECIALTIES
  • Divorce Financials
  • Executive Compensation Packages
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Personal Tax Planning
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
Dripping Springs
Dripping Springs
Texas
78620
United States
SERVING:
AZ,FL,IL,LA,NC,NJ,TX
Virtual Appointments Available
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
anna felix
Life Insurance Specialist
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Anna Felix
Smart Money Strategist, Stonghold Wealth Partners
OVERVIEW OF SERVICES
Alternative Investments, Annuities, College Savings, Estate Plans, Infinite Banking Concept (IBC), Investing, Life Insurance, Post-Divorce Matters, Real Estate Investing
WHY I LOVE WORKING WITH WOMEN
I love working with women because for far too long we have felt fear and uncertainty about our financial situation. From cultural limitations to views Read more...
SPECIALTIES
  • Business Succession Planning
  • Executive Compensation Packages
  • Family Legacy Planning
  • Financial Planning
  • Legacy Planning
  • Mortgage
  • Retirement planning
  • Tax Mitigation
  • Trust Planning
  • Wealth Protection
LOCATION
Turlock
Turlock
California
95382
United States
SERVING:
All 50 States
Virtual Appointments Available