Purse Strings Approved Professionals

 
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Andria Bovey
Healthcare Planning Specialist, Long-Term Care Specialist, and Medicaid / Medicare Specialist
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Andria Bovey
Insurance Agent, Bovey Insurance
OVERVIEW OF SERVICES
Healthcare Insurance, Long-Term Care
SPECIALTIES
  • Healthcare Insurance
  • Medicare
LOCATION
Yuma
Yuma
Arizona
85364
United States
SERVING:
All 50 States
Virtual Appointments Available
Headshot 2023 Resized
Financial Advisor, Financial Planner, and Long-Term Care Specialist
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John Foley, CFP®
CERTIFIED FINANCIAL PLANNER™, Baystate Financial
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Crypto Investing, College Savings, Disability insurance, Divorce Mortgage Planning, Downsizing and Relocating, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Estate Plans, Healthcare Insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Real Estate Investing, Refinancing
WHY I LOVE WORKING WITH WOMEN
Preconceived thoughts can make financial planning intimidating. Therefore, my goal for every client is to derive a feeling of ease. You could be the CFO Read more...
SPECIALTIES
  • Business Succession Planning
  • Financial Planning
  • Wealth Preservation
LOCATION
330 Whitney Ave
Holyoke
Massachusetts
01040
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
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