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Miri Y. Upton Purse Strings
Financial Advisor
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Miri Y. Upton, BFA™, CRPC®, CRPS®
Financial Advisor, Synergia Financial Group
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, Investing, Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
Our Philosophy is simple, we pride ourselves in understanding our clients and their unique goals and challenges, creating plans and solutions tailored to their needs Read more...
SPECIALTIES
  • Business Financials
  • Business Insurance
  • Business Succession Planning
  • Financial Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
79 N Franklin Tpke, Suite 107
Ramsey
New Jersey
07446
United States
SERVING:
CA, FL, MA, NJ, NY, PA, TX
Virtual Appointments Available
Erica Figueiredo Purse Strings
Money / Financial Coach
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Erica Figueiredo, SDIP
Marketing Specialist, Next Generation Trust Company
OVERVIEW OF SERVICES
Alternative Investments, Asset Management, Crypto Investing, College Savings, Investing, Real Estate Investing, Socially Responsible Investing
SPECIALTIES
  • Self Directed IRA
LOCATION
75 Livingston Ave, Suite 304
Roseland
New Jersey
07068
United States
SERVING:
All 50 States
Virtual Appointments Available
Carrie Williams
Bookkeeper, Business Coach, and Money / Financial Coach
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Carrie Williams
Owner & FFO, Virtual Bookkeeper, Consultant, Money Coach, See Sure Numbers
OVERVIEW OF SERVICES
Budgeting
SPECIALTIES
  • Business Cash Flow Analysis
  • Business Coaching
  • Business Financials
  • Business Growth
  • Money Mindsets
  • Personal Growth Coaching
LOCATION
Linwood
Linwood
New Jersey
08221
United States
SERVING:
All 50 States
Virtual Appointments Available
Beth Wahlig Purse Strings
Financial Advisor
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Beth Wahlig
Director of Socially Responsible Investing & Private Wealth Advisor, MRA Advisory Group
OVERVIEW OF SERVICES
401K Planning, Asset Management, Life Insurance, Long-Term Care, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Beth’s practice has a special focus on educating and helping women and their families build a financially secure future. She has developed the Women & Read more...
SPECIALTIES
  • Financial Planning
  • Socially Conscious Investing
LOCATION
3799 US-46
Parsippany-Troy Hills
New Jersey
07054
United States
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