Purse Strings Approved Professionals

 
{"hide_search_input":"","hide_near_input":"","show":"","filters_pos":"","input_size":"","bar_flex_wrap":"","bar_flex_wrap_md":"","bar_flex_wrap_lg":"","input_border":"","input_border_opacity":"","input_rounded_size":"","btn_bg":"","btn_rounded_size":"","btn_rounded_size_md":"","btn_rounded_size_lg":"","bg":"","mt":"","mr":"","mb":"3","ml":"","pt":"","pr":"","pb":"","pl":"","border":"","rounded":"","rounded_size":"","rounded_size_md":"","rounded_size_lg":"","shadow":"","css_class":""}
 
Erin Redmond Purse Strings
Financial Advisor
View Profile
Erin Redmond
Partner/Financial Advisor, Ford Financial Group
OVERVIEW OF SERVICES
401K Planning, 529 Plans, College Savings, Investing, Mutual Funds, Socially Responsible Investing
SPECIALTIES
  • Financial Planning
  • Financial
  • IRA
  • Money Mindsets
  • Retirement planning
LOCATION
5260 N Palm Ave suite 221
Fresno
California
93704
United States
SERVING:
CA, FL, OR, TN
Virtual Appointments Available
Rachel Rapport
Bookkeeper
View Profile
Rachel Rapport
CEO, Prestige Management
SPECIALTIES
  • Business Cash Flow Analysis
  • Business Financials
  • Divorce Financials
  • Financial
LOCATION
6257 Belmar Ave
Los Angeles
California
91335
United States
SERVING:
All 50 States
Virtual Appointments Available
Darla Serrano Purse Strings
Financial Advisor and Financial Planner
View Profile
Darla Serrano, CFP®, ChFC®
Financial Advisor, Pacific Advisors
OVERVIEW OF SERVICES
529 Plans, Annuities, Asset Management, Budgeting, College Savings, Disability insurance, Infinite Banking Concept (IBC), Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Real Estate Investing
SPECIALTIES
  • Business Planning
  • Divorce
  • Financial Planning
  • Money Mindsets
  • Personal Tax Planning
  • Retirement planning
  • Special Needs Planning
  • Wealth Protection
LOCATION
2855 Michelle Dr
Irvine
California
92606
United States
SERVING:
CA, AR, FL, ID, IN, KY, MN, MO, NV, NY, TX
Virtual Appointments Available
John agee
Bookkeeper
View Profile
Jonathon Agee
Business Accountant, The Bookkeeping Specialists, LLC
SPECIALTIES
  • Business Financials
LOCATION
Santa Ana
Santa Ana
California
.
United States
SERVING:
All 50 States
Virtual Appointments Available
anna felix
Life Insurance Specialist
View Profile
Anna Felix
Smart Money Strategist, Stonghold Wealth Partners
OVERVIEW OF SERVICES
Alternative Investments, Annuities, College Savings, Estate Plans, Infinite Banking Concept (IBC), Investing, Life Insurance, Post-Divorce Matters, Real Estate Investing
WHY I LOVE WORKING WITH WOMEN
I love working with women because for far too long we have felt fear and uncertainty about our financial situation. From cultural limitations to views Read more...
SPECIALTIES
  • Business Succession Planning
  • Executive Compensation Packages
  • Family Legacy Planning
  • Financial Planning
  • Legacy Planning
  • Mortgage
  • Retirement planning
  • Tax Mitigation
  • Trust Planning
  • Wealth Protection
LOCATION
Turlock
Turlock
California
95382
United States
SERVING:
All 50 States
Virtual Appointments Available