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Purse Strings Approved Professionals

 
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Financial Planner, Life Insurance Specialist, Money / Financial Coach, and Retirement Coach / Advisor
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Judy Ramsey MBA, RICP
Financial Advisor, 21st Century Financial
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
1900 Polaris Pkwy #450
Columbus
Ohio
43240
United States
STATES SERVED:
All 50 States
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
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
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, MOD Financial
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
STATES SERVED:
All 50 States
Virtual Appointments Available