Financial Services
Sandra Strickland
Financial Services Professional
Financial Services
Company: Legacy Wealth Partners
Phone: (919) 539-5529
Email: cstrickland@financialguide.com
Address: 4830 W. Kennedy Blvd, Suite 800, Tampa, FL 33609
Website: N/A
Networking Chapter Location: St. Petersburg
Jacqueline Rivas
Financial Literacy Coach
The UCES Protection Plan was designed to support your financial opportunities by implementing positive habits to create and maintain a strong financial future. Our unique collection of services have been carefully selected to provide protection and opportunity over the many aspects of your finances- all combined into one easy-to-use system. Some of these services include credit restoration, credit builder & monitoring, identity theft protection, debt payoff and more!
Company: United Credit Education Services
Phone: 727-241-9165
Email: coachjackyrivas@gmail.com
Website: www.ucespp.net/jrivas2
Networking Chapter Location: St. Petersburg
Nicolle Lloyd
Owner/CEO
Legacy Solutions CPA is a local CPA firm specializing in tax preparation, planning and accounting services. The firm is owned/operated by Nicolle Lloyd, a Certified Public Accountant, with a Masters Degree in Accounting and 10 years of experience in the industry. Nicolle enjoys one-on-one relationships with clients for individual or business tax return preparation and planning. Certifications: Certified Public Accountant Quickbooks Proadvisor Platinum
Company: Legacy Solutions CPA
Phone: 813-753-1420
Email: nicolle.lloyd@legacysolutionscpa.com
Website: https://www.legacysolutionscpa.com
Address: 10668 New East Bay Road, Riverview, FL 33534
Networking Chapter Location: Power Gals of Westshore
Nermine Bolos
Investment Advisor Representative
Nermine Bolos is an Investment Advisor Representative with Unified Wealth Management (UWM). She has lived in the Tampa Bay area for over 15 years and has experience in banking, accounting, and franchising. Recipient of the 2021 Women -n- Charge Grant, and graduate of the 2020 Southern Diocese Lead Program. Nermine is passionate about educating women and small business owners on how to achieve their financial independence. Nermine is a financial planner that strategizes on how best to achieve her clients’ goals while specializing in investing and tax saving solutions. Working alongside in-house CPAs at UWM, her goal is to help her client’s money work harder, smarter and more tax efficiently. In her spare time, she loves cuddling with her three young girls, volunteering at her church ministry programs and watching The Tampa Bay Lightning bring home the Stanley Cup!!
Company: Unified Wealth Management
Phone: 813-569-9740
Email: nbolos@unifiedwm.com
Website: https://www.UnifiedWM.com
Address: 220 Pine Ave. N, Suite A
Networking Chapter Location: Power Gals of Wesley Chapel
Jacqueline Bennett
Investment Advisor Representative
I specialize in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – or would one day like to retire, please take the time to explore our website and the wealth of information we offer. I offer personalized, hands-on service, and educate my clients about financial concepts and products. Let me help you take the mystery out of investing, insurance, estate conservation, and preserving wealth. Understanding the many challenges of retirement today and knowing the biggest concern for many is people outliving their money, I focus on money management, as well as other issues that are critical to your financial well being.
Company: New Century Financial Group
Phone: 806-236-3113
Email: jbennett@ncfg.com
Website: https://www.jackiebennett.com
Melinda Turner | Executive Member of Power Gals
Financial Consultant
I am Melinda, your money mentor. I am a licensed financial coach for over 10 years and teach people about budgeting, life insurance, debt elimination, wills, living wills, durable power of attorney, term life insurance, annuities, investments, Mutual funds, college funds, Financial needs analysis, Financial planning, Financial advising. I am authorized to offer legalshield, ID shield, Vivint Smart home automation. We offer hope and opportunity to middle America. We are growing and expanding our business and looking for agents & business partners who can work with us to earn additional income and then transition into a full-time business. We offer leadership, mentorship and professional training. We do financial wellness workshops, Financial literacy, financial education.
Company: Primerica
Phone: 727-858-0709
Email: bryanjayturner@primerica.com
Website: http://primerica.com/bryanturner
Networking Chapter Location: Power Gals of Carrollwood
Maria "Puebly" Elizarraga
VP
Service and sell life insurance, help people save and protect their money, prepare for retirement.
Company: Financial 1st Responders
Phone: 224-565-6979
Email: Puebly@financial1stresponders.com
Website:
Catherine Semidey Luna
Financial Accountant
Certified ProAdvisor for Intuit Quickbooks
Company: Intuit Qickbooks
Phone: 914-584-0001
Email: sales@sacaccounting.com
Website: https://proadvisor.intuit.com/app/accountant/search?searchId=catherine-luna
Nicole Crothers
Financial Advisor
Financial goal planning
Company: Edward Jones
Mobile: 571-594-6680
Leah Bedard | Executive Member of Power Gals
Financial Advisor
I develop ongoing one-to-one partnerships with clients and take time to understand what's truly important to them and their families. To help clients achieve their financial goals and prepare for the expected and unexpected, I offer personalized financial planning advice and a range of product solutions. My focus is to help clients achieve their financial goals and feel confident, connected and in control of their financial life.
Company: Ameriprise Financial
Office Phone: 813-868-8749
Mobile: 717-919-0438
Email: leah.bedard@ampf.com
Sherri Kelley
Financial Professional
Family Tree Financial Group is an Independent Financial Firm, consisting of a Team with nearly 70 years combined experience across multiple specialties. We are fully licensed in Florida and across the country. We work with your personal situation to create a customized approach tailored specifically to you. At FTFG, we don’t work for the insurance or investment companies….We work for our clients!
Company: Family Tree Financial Group
Phone: 561-373-2802
Email: skelley@familytreefg.com