Purse Strings Approved Professionals

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Mitchell Nelson
Financial Advisor Life Insurance Specialist Medicaid / Medicare Specialist
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Mitchell Nelson

Senior Wealth Manager, Wealth Pathfinders
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Auto insurance, College Savings, Disability insurance, Downsizing and Relocating, Employee 401K Programs, Employee Benefits, Healthcare Insurance, Home insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Most of my clients are women, and that’s not by accident. Women often seek an advisor who listens without judgment, explains without jargon, and provides Read more...
FINRA's BrokerCheck
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.
  • Financial Planning
  • IRA
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
960 Starkey Road, Unit 10406
Largo
Florida
33771
United States
SERVING:
CA,CO,FL,MA,MO,NJ,NY,TN,TX
Virtual Appointments Available
Andria Bovey
Healthcare Planning Specialist Long-Term Care Specialist 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
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
Randall White
Financial Advisor Financial Planner Insurance Planning Specialist Life Insurance Specialist Long-Term Care Specialist Medicaid / Medicare Specialist
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Randall Journeay White, MBA, CFP®, ChFC®

Owner & Director of Planning, ASB Financial Services
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, College Savings, Investing, Life Insurance, Long-Term Care, Mutual Funds
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Investment Advisory Services Offered Through CreativeOne Wealth LLC, a Registered Investment Advisor.  ASB Financial Services and CreativeOne Wealth LLC are not affiliated. Licensed Insurance Professional. Read more...
SPECIALTIES.
  • Financial Planning
  • IRA
  • Legacy Planning
  • Medicare
  • Retirement planning
  • Self Directed IRA
  • Social Security Specialist
  • Trust Planning
  • Wealth Protection
LOCATION
2506 Lakeland Drive, Ste. 505
Flowood
Mississippi
39232
United States
SERVING:
All 50 States
Virtual Appointments Available