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
Steve Hartel
Financial Planner Life Insurance Specialist Retirement Coach / Advisor
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Steve Hartel, MBA, AIF®

Wealth Advisor / Financial Planner, Maia Wealth
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, College Savings, Divorce Mortgage Planning, Downsizing and Relocating, Employee 401K Programs, Employee Benefits, Infinite Banking Concept (IBC), Investing, Life Insurance, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I grew up in a "traditional for the times" household where my mother didn't work outside the home and my father was the sole breadwinner. Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Investment Advisory Services are offered through Maia Wealth, a Registered Investment Advisor. This profile does not constitute investment advice. This profile contains information from Steve Read more...
SPECIALTIES.
  • Business Insurance
  • Charitable Planning
  • Debt Elimination
  • Divorce
  • Divorce Financials
  • Divorce Mortgage Planning
  • Executive Compensation Packages
  • Family Legacy Planning
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Pension
  • Personal Tax Planning
  • Philanthropy
  • Retirement planning
  • Socially Conscious Investing
  • Student Loan Management
  • Tax Mitigation
  • Wealth Protection
  • Wealth Preservation
LOCATION
1401 17th St Suite 850
Denver
Colorado
80202
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
Jeffrey A. Landers CDFA CDLP
Divorce Lending Professional Insurance Planning Specialist Life Insurance Specialist
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Jeffrey A. Landers, CDFA®, CDLP®

Chief Executive Officer, Hello Monthly Income, LLC
OVERVIEW OF SERVICES
Annuities, Disability insurance, Divorce Mortgage Planning, Life Insurance, Post-Divorce Matters, Refinancing
WHY I LOVE WORKING WITH WOMEN
Here are some of the reasons I love working with women: Women are statistically more likely to be the recipients of alimony and child support, Read more...
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.
  • Divorce
  • Divorce Financials
  • Divorce Mortgage Planning
  • Mortgage
  • Spousal and Child Support
LOCATION
West Palm Beach
West Palm Beach
Florida
33401
United States
SERVING:
All 50 States
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