CEO and Financial Advisor,
The Peake Financial Group
OVERVIEW OF SERVICES
529 Plans, Annuities, Budgeting, College Savings, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
I became passionate about serving women when I found that women in life transitions often don't receive the best financial advice, especially during times of Read more...
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.
Collaborative Divorce Process
Divorce
Divorce Financials
Financial Planning
Financial
IRA
Money Mindsets
Personal Cash Flow Analysis
Retirement planning
LOCATION
6731 North Pontatoc Road Pima County Arizona 85718 United States
CPA and Small Business Mentor,
Roberts Accounting Solutions
OVERVIEW OF SERVICES
Budgeting, Business Bookkeeping, Buy a Business, Financial Therapy, Sell a Business, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
"If you want something said, ask a man; if you want something done, ask a woman."-Margaret Thatcher (first female British Prime Minister) We juggle, we Read more...
SPECIALTIES.
Business Cash Flow Analysis
Business Financials
LOCATION
2401 W Route 66 Flagstaff Arizona 86001 United States
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
