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Alicyn McLeod
Accountant and Financial Planner
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Alicyn McLeod

CFO, Agate
OVERVIEW OF SERVICES
Tax Specialist
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.
  • Business Cash Flow Analysis
  • Business Financials
  • Financial Planning
  • Personal Tax Planning
  • Small Business Tax
  • Tax Mitigation
  • Tax Preparation
  • Wealth Protection
  • Wealth Preservation
LOCATION
1201 W Peachtree St NW
Atlanta
Georgia
30309
United States
Virtual Appointments Available
Monica dwyer
Certified Divorce Financial Analyst and Financial Planner
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Monica Dwyer, CFP®, CDFA®, GFP

V.P. Wealth Advisor, Harvest Financial Advisors
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.
  • Divorce
  • Divorce Financials
  • Financial Planning
  • Mediation
  • Wealth Protection
LOCATION
8840 Cincinnati Dayton Rd
Olde West Chester
Ohio
45069
United States
SERVING:
OH
Virtual Appointments Available
Kathleen Burns Kingsbury 500 x 678
Business Coach and Money / Financial Coach
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Kathleen Burns Kingsbury

Negotiation Trainer and Coach, KBK Wealth Connection
SPECIALTIES.
  • Business Coaching
  • Business Growth
  • Money Mindsets
  • Sales Coaching
LOCATION
P.O. Box 1006
Waitsfield
Vermont
05673
United States
SERVING:
All 50 States
Virtual Appointments Available
Ify Seales
Attorney
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Ifeyinwa (“Ify”) Seales

Managing Attorney, Legacy Activists Legal Group PLLC
OVERVIEW OF SERVICES
Estate Plans
SPECIALTIES.
  • Family Legacy Planning
LOCATION
750 North St. Paul Street
Dallas
Texas
75201
United States
SERVING:
TX
Virtual Appointments Available
Mike Photo 2
Financial Advisor, Money / Financial Coach, and Financial Planner
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Michael Ringel

Financial Advisor, Strategies for Wealth
OVERVIEW OF SERVICES
401K Planning, Annuities, Asset Management, Disability insurance, Investing, Life Insurance, Long-Term Care, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
We mission is to empower women to experience purpose, freedom and abundance. We accomplish this by inspiring and coaching families on the truths of investing Read more...
COMPLIANCE DISCLAIMER
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 120 Broadway, 37th Floor, New York, NY, 10271, 212-701-7900. Securities products and advisory services offered Read more...
SPECIALTIES.
  • Divorce
  • Divorce Financials
  • Family Office Services
  • Financial Planning
  • IRA
  • Money Mindsets
  • Retirement planning
  • Special Needs Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
120 Broadway 37th floor
New York
New York
10271
United States
SERVING:
All 50 States
Virtual Appointments Available
Rosemary Guilfoyle
Financial Advisor
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Rosemary Guilfoyle

Financial Advisor, Evershore Financial Group
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Life Insurance, Long-Term Care
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
LOCATION
7284 W Palmetto Park Rd suite 106
Boca Raton
Florida
33433
United States
SERVING:
FL
Virtual Appointments Available
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