Ohio

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Financial Advisor 1
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Financial Planner 1
Certified Divorce Financial Analyst icon
Certified Divorce Financial Analyst 1
Mortgage Lender icon
Mortgage Lender 1
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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
Brandon Clemens
Financial Advisor
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Brandon Clemens

Co-Founder and Wealth Advisor, Afia Wealth
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
My single mother worked three jobs to support our family. I was a first-generation college student. Looking back, I realize my mother could have benefitted Read more...
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.
  • Charitable Planning
  • Financial Planning
  • Personal Tax Planning
  • Retirement planning
  • Socially Conscious Investing
LOCATION
24600 Center Ridge Rd
Westlake
Ohio
44145
United States
Virtual Appointments Available
Matthew Shanlian
Mortgage Lender
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Matthew Shanlian

Great Lakes Division President, Primary Residential Mortgage Inc.
WHY I LOVE WORKING WITH WOMEN
I have always believed in working with the underserved markets in my industry. Our greatest value is to support our partners through education and lending Read more...
SPECIALTIES.
  • Lending Programs
LOCATION
347 W Milltown Rd
Wooster
Ohio
44691
United States
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