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...
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.
Business Insurance
LOCATION
5776 Lindero Canyon Rd A2 Westlake Village California 91362 United States
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...
John Foley is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. OSJ: One Read more...
SPECIALTIES.
Business Succession Planning
Financial Planning
Wealth Preservation
LOCATION
330 Whitney Ave Holyoke Massachusetts 01040 United States
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...
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Third party posts found on this profile do not reflect the views 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
