Saint Petersburg

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Financial Advisor 1
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Financial Planner 1
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Tax Specialist 1
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Michelle Engle
Financial Advisor Financial Planner
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Michelle Engle, CFP®, CRPC™, M.Ed.

Financial Advisor, Lincoln Investments
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Investing, 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
  • Wealth Preservation
LOCATION
780 94th Avenue N. #107
Saint Petersburg
Florida
33702
United States
SERVING:
FL,MA,NC,NJ,NY,OH,TX,VA
Virtual Appointments Available
Alexis cole
Tax Specialist
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Alexis Cole, CFP®

Chief Momentum Officer, Catalyst Tax Insights
OVERVIEW OF SERVICES
Budgeting, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
I'm especially passionate about helping women approach financial decisions with confidence, clarity, and ownership. Throughout my experience as a financial advisor, I’ve seen how often Read more...
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.
  • Daily Money Management
  • IRA
  • Mortgage
  • Personal Tax Planning
  • Retirement planning
  • Tax Mitigation
  • Wealth Protection
  • Wealth Preservation
LOCATION
4618 12th Avenue North
Saint Petersburg
Florida
33713
United States
SERVING:
All 50 States
Virtual Appointments Available
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