Purse Strings Approved Professionals
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
675 Cochrane Drive
Markham
Ontario
L3R0B8
Canada
Markham
Ontario
L3R0B8
Canada
CEO,
Eastern Planning
OVERVIEW OF SERVICES
Asset Management
WHY I LOVE WORKING WITH WOMEN
One of my greatest pleasures is the ability to help women get their finances under control after a major life transition, like a divorce, death Read more...
SPECIALTIES
- Financial Planning
LOCATION
25 Smith St Suite 501
Nanuet
New York
10954
United States
Nanuet
New York
10954
United States
STATES SERVED:
AK, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, WA
Virtual Appointments Available
Founder and Lead Financial Advisor,
Blake Wealth Management
WHY I LOVE WORKING WITH WOMEN
I chose to prioritize working with women for a very simple reason. I am the man that I am today, specifically because of the women Read more...
SPECIALTIES
- Financial Planning
- Personal Tax Planning
- Retirement planning
- Social Security Specialist
- Wealth Protection
LOCATION
201 W Virginia St, #102
McKinney
Texas
75069
United States
McKinney
Texas
75069
United States
Virtual Appointments Available
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
Columbus
Ohio
43240
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
Certified Financial Planner,
Guncheon Financial LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Disability insurance, Employee 401K Programs, Employee Pension Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Early on in my financial-services career, I saw and heard how many advisers in this male-dominated industry treated women. And it bothered me greatly. No Read more...
SPECIALTIES
- Business Planning
- Business Succession Planning
- Divorce Financials
- Family Legacy Planning
- Financial Planning
- Financial
- IRA
- Pension
- Self Directed IRA
- Socially Conscious Investing
- Social Security Specialist
- Wealth Protection
LOCATION
3525 Plymouth Blvd., Suite 109
Plymouth
Minnesota
55447
United States
Plymouth
Minnesota
55447
United States
STATES SERVED:
CA, CO, IA, IL, KS, MN, MO, WI
Virtual Appointments Available