Purse Strings Approved Professionals

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Leslie West Purse Strings
Business Coach Healthcare Planning Specialist P&C Agent Insurance Planning Specialist Life Insurance Specialist Medicaid / Medicare Specialist Mortgage Lender
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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
Karen
Business Coach Financial Advisor Money / Financial Coach Financial Planner Insurance Planning Specialist
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Karen Koenig

Founder and Owner, KK Financial Solutions - Financially Empowering You
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, Buy a Business, College Savings, Disability insurance, Employee 401K Programs, Estate Plans, Investing, Life Insurance, Long-Term Care, Post-Divorce Matters, Socially Responsible Investing, Sell a Business
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Investment advice offered through Wealthcare Advisory Partners LLC dba KK Financial Solutions. Wealthcare Advisory Partners LLC is a registered investment advisor with the U.S. Securities Read more...
SPECIALTIES.
  • Business Coaching
  • Business Financials
  • Business Growth
  • Business Insurance
  • Business Planning
  • Business Valuation
  • Collaborative Divorce Process
  • Daily Money Management
  • Divorce
  • Divorce Financials
  • Divorce Mortgage Planning
  • Financial Planning
  • Legacy Planning
  • Money Mindsets
  • Retirement planning
  • Socially Conscious Investing
  • Special Needs Planning
  • Trust Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
18112 N Plaza Ct
Surprise
Arizona
85374
United States
SERVING:
All 50 States
Virtual Appointments Available
Elana Cepa
Healthcare Planning Specialist Insurance Planning Specialist Life Insurance Specialist Long-Term Care Specialist
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Elana Hokin Cepa

Life & Health Insurance Specialist, The Life Lady
OVERVIEW OF SERVICES
Annuities, Asset Management, Disability insurance, Healthcare Insurance, Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
When women are empowered with the education and tools they are unstoppable. I am passionate about supporting women and allowing them to be in control Read more...
SPECIALTIES.
  • Business Insurance
  • Divorce
  • Divorce Financials
  • Healthcare Insurance
  • Family Legacy Planning
  • Financial Planning
  • Financial
  • Legacy Planning
  • Mortgage
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
707 Skokie Boulevard
Northbrook
Illinois
60062
United States
SERVING:
AR,GA,ID,IL,IN,KS,LA,MA,MD,ME,MI,MO,NC,NH,NJ,NM,OH,PA,SC,TX
Virtual Appointments Available
Suzanne Scheer J.D. CLTC®
Insurance Planning Specialist Long-Term Care Specialist
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Suzanne Scheer, J.D., CLTC®

Long-term care insurance specialist, SGS Insurance
OVERVIEW OF SERVICES
Long-Term Care
COMPLIANCE DISCLAIMER
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial Read more...
SPECIALTIES.
  • Wealth Preservation
LOCATION
Bethesda
Bethesda
Maryland
20810
United States
SERVING:
CA
Virtual Appointments Available
2T1A7389
Credit Repair Specialist Insurance Planning Specialist Life Insurance Specialist
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Sanja E. Noble, MBA PMP

CEO, Silver Crown Credit Repair
OVERVIEW OF SERVICES
Annuities, Budgeting, Credit Repair Specialist, Life Insurance, Personal Bookkeeping, Real Estate Investing
SPECIALTIES.
  • Debt Elimination
  • Lending Programs
  • Money Mindsets
  • Personal Cash Flow Analysis
LOCATION
1016 West Jackson Boulevard
Chicago
Illinois
60607
United States
SERVING:
All 50 States
Virtual Appointments Available