I love working with women because women tend to be more relationship-oriented and it is the relationship that is my favorite part of being an Read more...
COMPLIANCE DISCLAIMER
Investment advisory services offered through CWM, LLC an SEC Registered Investment Advisor. Purse Strings is not a client of this financial professional or the financial Read more...
SPECIALTIES.
Charitable Planning
Executive Coaching
Family Legacy Planning
Financial Planning
IRA
Legacy Planning
Money Mindsets
Personal Growth Coaching
Personal Tax Planning
Socially Conscious Investing
Trust Planning
Wealth Protection
LOCATION
9 Pond Ln Concord Massachusetts 01742 United States