Purse Strings Approved Professionals

 
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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
Dina Mabry Purse Strings
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
SERVING:
All 50 States
Virtual Appointments Available