Purse Strings Approved Professionals

 
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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
Leslie West Purse Strings
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
SERVING:
IL,WI
Virtual Appointments Available
Laura Carrera Warnock Purse Strings
Financial Advisor, Life Insurance Specialist, and Retirement Coach / Advisor
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Laura Carrera Warnock
CEO/Financial Advisor, Cartograph Wealth
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Disability insurance, Employee 401K Programs, Employee Pension Plans, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I am a single mom, raising two boys whom I adore.  I love empowering women to do for themselves within their chosen community.  Doing for Read more...
SPECIALTIES
  • Business Insurance
  • Executive Compensation Packages
  • Financial Planning
  • IRA
  • Legacy Planning
  • Retirement planning
  • Socially Conscious Investing
  • Trust Planning
  • Wealth Protection
LOCATION
2825 E Cottonwood Pkwy, Suite 500
Cottonwood Heights
Utah
84121
United States
SERVING:
All 50 States
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