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Location (DNT) - Purse Strings

United States

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Oleg Zviagin
Financial Planner
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Oleg Zviagin
Director of Financial Planning, Proxy Financial
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Investing
SPECIALTIES
  • Family Legacy Planning
  • Financial Planning
  • Legacy Planning
  • Wealth Protection
LOCATION
Brooklyn
New York
New York
11216
United States
Ali El Sayed
Financial Advisor
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Ali El Sayed, CFP®, CRPC®
Financial Advisor, Bankers Life
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Investing
SPECIALTIES
  • Financial Planning
  • IRA
  • Retirement planning
  • Wealth Protection
LOCATION
73 N Park Pl Blvd
Clearwater
Florida
33759
United States
SERVING:
FL, IL, OH
Virtual Appointments Available
Headshot 2023 Resized
Financial Advisor, Financial Planner, and Long-Term Care Specialist
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John Foley, CFP®
CERTIFIED FINANCIAL PLANNER™, Baystate Financial
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Crypto Investing, College Savings, Disability insurance, Divorce Mortgage Planning, Downsizing and Relocating, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Estate Plans, Healthcare Insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Real Estate Investing, Refinancing
WHY I LOVE WORKING WITH WOMEN
Preconceived thoughts can make financial planning intimidating. Therefore, my goal for every client is to derive a feeling of ease. You could be the CFO Read more...
SPECIALTIES
  • Business Succession Planning
  • Financial Planning
  • Wealth Preservation
LOCATION
330 Whitney Ave
Holyoke
Massachusetts
01040
United States
SERVING:
All 50 States
Virtual Appointments Available
Michelle Gordon Purse Strings
Financial Advisor, Financial Planner, and Retirement Coach / Advisor
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Michelle Gordon, CETF
Founder and CEO, Investably LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, College Savings, Employee 401K Programs, Employee Benefits, Estate Plans, Investing, Life Insurance, Post-Divorce Matters, Socially Responsible Investing, Tax Specialist
SPECIALTIES
  • Business Valuation
  • Charitable Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Personal Tax Planning
  • Retirement planning
  • Socially Conscious Investing
  • Tax Mitigation
  • Trust Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
7200 Wisconsin Ave
Bethesda
Maryland
20814
United States
SERVING:
All 50 States
Virtual Appointments Available
CCP 2825b
Financial Advisor
View Profile
Bridgette Gavagan
Financial Advisor, Gavagan Financial Services
OVERVIEW OF SERVICES
401K Planning, Annuities, Asset Management, Investing
SPECIALTIES
  • Financial Planning
  • Legacy Planning
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
16150 N Arrowhead Fountains Center Dr Suite 345
Peoria
Arizona
85382
United States
SERVING:
AZ
Virtual Appointments Available
Christine Kalivas Purse Strings
Financial Advisor and Financial Planner
View Profile
Christine Kalivas, CFP®
Certified Financial Planner®, Fortune Financial Group
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Investing, Mutual Funds
SPECIALTIES
  • Financial Planning
  • IRA
  • Retirement planning
  • Self Directed IRA
  • Wealth Protection
LOCATION
800 Roosevelt Rd
Glen Ellyn
Illinois
60137
United States
SERVING:
All 50 States
Virtual Appointments Available
View all