Purse Strings Approved Professionals

 
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Small Blue Head Web Resolution
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
STATES SERVED:
All 50 States
Virtual Appointments Available
IMG 0425 2 1
Financial Planner, Life Insurance Specialist, Money / Financial Coach, and Retirement Coach / Advisor
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Judy Ramsey MBA, RICP
Financial Advisor, First Financial Group
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
6500 Emerald Parkway
Dublin
Ohio
43016
United States
STATES SERVED:
All 50 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
STATES SERVED:
All 50 States
Virtual Appointments Available
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
MabryDina20038 2
Insurance Planning Specialist, Life Insurance Specialist, and Long-Term Care Specialist
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Dina Mabry
Principal, Licensed Agent, BGA Premier Insurance
OVERVIEW OF SERVICES
Disability insurance, Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
My value to women comes from understanding the insurance marketplace and offering options. As a broker, I represent all carriers and products so women can Read more...
SPECIALTIES
  • Business Insurance
LOCATION
5776 Lindero Canyon Rd A2
Westlake Village
California
91362
United States
STATES SERVED:
All 50 States
Virtual Appointments Available